How do I generate a custom report?

Seraf Enterprise administrators and their investors can generate custom reports from templates created by Enterprise account administrators.

To generate a custom report, follow these instructions:

Go to the Reports section of your account
Under Custom Reports or Custom Report Templates (for Administrative users), click the name of the template for which you'd like to create a report.
Depending on your account type, choose the fund, investor, investment account and the report period for the report you'd like to create.
Click Apply Selections.
Click the download icon to access a printable version of the report as well as the ability to download the report as a pdf.
Click the pdf link to create a pdf version of your report.

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