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Standard reporting

You can generate standard reports in FA Back against selected portfolios, transactions, or trade orders. The list of standard reports can be found in the FA Back reference: Available standard reports. To combine several reports in one file, use report packages (see Create report packages). You can schedule reports for regular generation.

To distribute reports to your clients, FA provides you with the following options: Send reports via email, Publish reports to documents and Generate a report visible in FA Front.

If you need to access certain reports regularly, you can add reports as tabs in the Overview in FA Back: Show reports on the Overview.

In addition to the standard reports, FA provides you with an option to export data from the FA Back views in an XLS or a PDF file: Export data as XLS or PDF.

To build your own reports based on a query and using your own PDF template, see Create report templates.