Quarterly Reports
Short answer: Quarterly Reports keeps your firm’s investor report records — investors see only their own.
Quarterly Reports keeps your firm’s investor report records — investors see only their own.
- What’s recorded: Title, Period, Fund, Report
- Steps: Draft → Published; Published → Draft. The database only allows these moves.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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