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 six report types.
The available reports are:
- Top investors
- Unit movement
- Distribution schedule
- Investor comparison
- ASIC Lodgements (Company issuers only)
- Holding periodic statements (Trusts and Companies)
- Issued capital
- Capital commitment
You can also view the top net buyers and sellers for a selected date range on the Issuer Summary page.
Once a report is generated it will appear in the All reports table, accessible from the reports menu. The all reports table displays a list of all generated reports from the reports menu. Clicking on a report loads the detail page for the report, where the parameters and links to download the report (in selected formats) can be found.