Reporting

sals.a® allows you to report on a single deal, portfolio or multi-portfolio basis.

Report Generation

To create a report select the Report section. This will open a pop-up with a range of standard reports.

Select the report most appropriate ot your needs and click on it.  sals.a® will load the report onto the screen within 7 secs.

You may now print, email and export to Excel or PowerPoint by clicking the appropriate medium.

Data inclusion

By default, all your active portfolio deals will be included in the report. If you want to create a report only for specific deals, first tick these deals at Deal View level.

Customized Reporting

To create a customized report select the Create Custom Report option on bottom bar of the Report window.

This will open a new pop-up showing various components grouped by asset class, plus general and market data.

To create your report click on the component you wish included and drag it over to the Components included in your report section.

Once you have built the report you desire press the Next button. This will open a new pop-up in which you enter reference details.

Press Save and the customised report will now appear in the Custom Section.