Portfolio consolidated financial reports are saved in a zip folder in the historical reports tab. Each zip folder contains excel spreadsheets for you to save to your desktop. You can also, view financial consolidated report for Current fiancial period.
1. Select the Portfolios tab from the Top/Primary Navigation.
2. Double click on the Portfolio title you wish to open
3. Select Financial Reports tab
4. Select View link in the Current Financial Reports table to see a current version of Activity Agreement Financial data.
5. Double click on the zip folder beside the relevant period in the Historical Financial Reports table.
