Firm Wide Reporting

Navigating Firm Wide Reporting from the Dashboard

Chelsea Flood avatar
Written by Chelsea Flood
Updated over a week ago

Firm Wide Reporting can be found on the main dashboard of Atlas.

You can report on Transactions, Tax Lots, Holdings or Balances.

Select the type of report you'd like to run from the drop-down menu as well as the date parameters and hit Generate.

Once your report is up, you can filter your report by selecting the column filter button. Selecting the Columns button will allow you to choose which headings you'd like to see on your report.

To learn more about Firm Wide Reporting, see our Dashboard Reporting video.

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