The reports page allows you to view and export information about your investors’ holdings and transactions.
From the menu, go to Reports and select one of the five report types.
The available reports are:
- Top investors
- Unit movement
- Distribution schedule
- Investor comparison
- ASIC Lodgements (Company issuers only)
You can also view the top net buyers and sellers for a selected date range on the Issuer Summary page.
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