How to export a financial report

Created by Richard Pasquin, Modified on Fri, 9 Feb at 1:05 PM by William Kinash

Exporting a Report Through Cryptoworth

In order to export a report, you must have already ran a calculation through the platform. Please refer to the "How to run a calculation" guide for this part.

Starting from the "Reports Dashboard" screen after running a calculation

Step 1: Click on "Export Reports"

You will have many report options to export.

Step 2: Choose your report type and how you want the report exported (PDF or CSV)

Upon selecting your report of choice, then chose the exporting format and date range if any.

Step 3: Export

Upon exporting the selected report type, the file will be sent directly to your email within minutes. You can also access the report directly in the "Portfolio History Tab."

Click on Portfolio name then "Portfolio History."

Click on "Exports" under "Reports" to retrieve a copy of the report.

If you would like to receive email copies of your reports, please navigate to Portfolio Settings > Email Settings and enable the option to deliver reports via emails. Once this option is selected, you will automatically receive an email copy of the report.