1.2 Download the Portfolio Close-out Report : Support Portal

1.2 Download the Portfolio Close-out Report Print

Created by: Sheila Esmas

Modified on: Tue, 24 Nov, 2020 at 2:57 PM

1. Download the Portfolio Close-out Report

1. Within the Portfolio Dashboard, click the ‘View Closed Portfolio’ button as shown below.

2. Click the Name of the Portfolio to download.

3. Go to the ‘Overview’ section and then click the ‘Download PDF’ button. Once done, the file will be saved directly in your device.

Sheila is the author of this solution article.

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