How to download client reports: valuation, SOA and capital gains
To download a client report in Rabbit Invest, open the client and go to Analytics & Reports. Pick from 8 reports, including portfolio valuation, statement of account and capital gain. Open the report, review the value, gains and XIRR, and download it as Excel or PDF.
Steps
Open the client and go to Analytics & Reports
Every client report lives here.
Pick from 8 reports
SIP, STP, SWP, Portfolio Valuation, Portfolio Performance, Statement of Account, Capital Gain and Notional Capital Gain.
Tap Portfolio Valuation Report
Or any other report you need.
Review value, gains and XIRR
Check the numbers before you share.
Download it as Excel or PDF
Ready to send to the client.
If something does not work
Can I get one SIP report for all my clients?
Yes. Reports for your whole book are available from Business. The client page reports cover one client at a time.
