To access your personal historical reports, click on Reports in the left side menu:
From there you can do four things:
Browse your personal reports
Add a personal report
Edit a personal report
Remove a personal report
Browse your personal reports
Select report type
Once in your personal reports page, you can easily browse through them.
The first thing you'll notice are tabs at the top. These allow you to easily jump between the different activity types. From this menu you can also select "From and To dates" to view your reports within a time period of your choice.
Select time period
You can also select From and To dates to view your reports within a time period of your choice. Remember to press Refresh after you've selected new from and to
Select time period
You can also select From and To dates to view your reports within a time period of your choice. Remember to press Refresh after you've selected new from and to dates:
Other browsing options
In order to browse more easily your reports, you can also:
Add a report back in time
If you forgot to add a report, you can always come to this page and add it back in time.
To do so, start by selecting Add in the top right corner
Fill in all the necessary information, select the date and time at which your report was meant to be added and click on Add
Edit a personal report
If you mistakenly added a report with incorrect information, you can always go to your Reports and edit it. Note that you can solely edit the following fields:
Customer
Customer ID
Status
Origin
Quantity
Value
Gross margin
Portfolio value.
If you want to edit one of these fields, start by narrowing down the list to find the report you would like to edit. We recommend that you read the section "Browse your personal reports" above to find out how could you can easily narrow down the list.
Once you found the report, click on the value that you would like to edit and enter a new value. Click Save Changes to make your changes permanent:
Delete a personal report
If you mistakenly added a report with incorrect information, you can always go to your Reports and remove it.
To do so, start by narrowing down the list to find the report you would like to remove. We recommend that you read the section "Browse your personal reports" above to find out how could you can easily narrow down the list.
Once you found the report, click on the Box to the left of the reports. Click Delete selected to make your changes permanent.