Go to Reports > select a folder (e.g. Staff Trading Summary) > select a Report [1] > set the Period Range [2] > Set the Date Range [3] > click Go [4]
NOTE
The Period Range options are Daily, Weekly, Monthly, Annual and custom Period.
To download a copy of the Report click the Export [5] button to download an editable Excel file.
To see a graphical interpretation of a specific report row click anywhere in a Row [1].
You change the view of the chart from a Bar graph to a Line graph by clicking the Change view [2] button.
Click Close [3] to close the chart and return to the Report screen.
Click Copy [4] to copy the on-screen chart to paste into a MS Word document or equivalent as required.
Click Email [5] to email a copy of the chart to multiple recipients.
When using the Email feature use a semicolon (;) to separate each email in the Email field [6] and include a Message [7] before clicking Send [8].
