How do I manage Monthly Reporting Date Report?

Table of Contents :

How do I view Monthly Reporting Date Report?

1.	Login to your account using the username and password provided.
2.	Hover over Asset Management Centre and Click on Monthly Reporting tab.
3.	Go to Manage By field and Select Manage By Date from List.
4.	Hover on the Reports button and Click on Monthly Reporting Date Report option. It will open new window of Monthly Reporting Date Report.
5.	Select Client, Document Type from list and Other relevant details.
6.	Click on FILTER REPORT button. It will load data into grid.

How do I export Monthly Reporting Date Report?

1.	Login to your account using the username and password provided.
2.	Hover over Asset Management Centre and Click on Monthly Reporting tab.
3.	Go to Manage By field and Select Manage By Date from List.
4.	Hover on the Reports button and Click on Monthly Reporting Date Report option. It will open new window of Monthly Reporting Date Report.
5.	Select Client, Document Type from list and Other relevant details.
6.	Click on FILTER REPORT button. It will load data into grid.
7.	Click on EXPORT button. It will ask you to download Exported file.

Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.

Choose files or drag and drop files

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