Report cover sheet

You can find the "Report cover sheet", for example, in a holder's workspace on the "Reporting", "Other" worksheet.

Use the "Report cover sheet" as the first page of a professional customer report (e.g. in your Report folders). A standardized cover letter is integrated, and the customer already receives the most important information here: the total amount of his assets.

The cover sheet can be customized using the "Report Designer" module, which requires a license.

In addition, can create an individual cover sheet for all users with a licensed "Portfolio Service Extended Portfolio Analysis" module in project work - find out about prices and conditions from Customer Service.