Enterprise administrators have the ability to share a custom report template with their investors or to keep it private to administrators. Administrators can also create their own custom report and upload a copy to the Documents section and set the appropriate visibility setting to allow for investors to see it.
Share Access
When creating a template or editing a template, administrators can go to the tab for Template Options. From there, they can check or uncheck the box to Share with Investors and Save their selection.
If a template is shared with investors, those with activated accounts, will be able to see the name of each custom report template shared with them. They can then generate a report, based on the template, and the report period they choose.
Note that investor reports will only show the investor's transactions and investor metrics pertaining to the specific investor when they create their own report. Group members can only see their own data, no other investor data, and no aggregate group data. Fund members can see fund data and metrics, along with their own, but no other investor information.
Once administrators share a template with investors, it will replace the default Account Statements investors otherwise have access to when they go to the Reports section. Upgraded group members who also subscribe to Seraf, will be able to see their group templates as well as the default Account Statements.
Save to Documents Section
Administrators may want to upload a copy of the organization’s custom report to the Documents section, if they wish to share organization-wide information. They may want to share additional information which may not otherwise be available to investors in their own investor reports. Be sure to set the appropriate visibility setting to enable investors to see it.
Learn how to generate a custom report.
Learn how to create a custom template.
Learn how to edit a custom template.
Learn how to delete a custom template.
Learn how to save your custom report in Seraf.
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