Generate reports
You can generate reports immediately or schedule a report to be generated on a weekly or monthly basis. The reports can be generated in different formats. Based on the report selected, the available formats are displayed.
About this task
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You cannot edit the reports in Digital Advisor. You should delete the existing report and create a new report.
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From the left pane, click Reports.
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Click Create Report to generate a new report.
You can generate a report immediately or you can schedule the report to be generated on a weekly or monthly basis.
To generate a report immediately | To schedule the report to be generated on a weekly or monthly basis | ||||
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