How can I create Position Reports for my investors ?

A position report will show the full list of investors and their associated balances at a date that you specify.

To create a position report you can navigate from the Dashboard to Investors → Position Reports.

Select Create Position Report, choose a Title and Date and your report will be created.

You can download the report in CSV format, in addition, you will also have a record of previous reports and can re-download them at any time. Click the eye symbol to view the report.