How can I generate and download a custom report?

  • Updated

You can create custom reports directly from your InvestEngine online account and download them in PDF or CSV format.

Here’s how:

  1. Log in to your InvestEngine account.

  2. Click Reports in the top-right corner.

  3. Select:
    Reports → Create report → Select report type → Select period → Select portfolio → Generate report.

Once your report starts generating, you’ll see a confirmation message on screen.

You’ll then get:

  • A notification in the app, and

  • An email confirming your report is ready.

Your newly generated report will appear at the top of the Reports page.