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Canopy also offers automated generation of customized PDF reports. The report generator can be found under Reports > Generate Reports. A Below is a list of the reports report types that are currently available can be found below.:
| Report Title | Description | Sample |
|---|
| Portfolio Summary with Transactions - Bar Charts | Includes asset allocation, performance, holdings and transactions. Asset allocations and holdings are based on the "Report Date As Of" while performance and transactions are based on respective input parameters "Performance Date From/To" and "Transactions Date From/To". | | View file |
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| name | Canopy Portfolio Summary with Transactions - Bar Charts - Canopy_demo.pdf |
|---|
| height | 250 |
|---|
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| Portfolio Summary with Transactions - Doughnut Charts | Includes asset allocation, performance, holdings and transactions. Asset allocations and holdings are based on the "Report Date As Of" while performance and transactions are based on respective input parameters "Performance Date From/To" and "Transactions Date From/To". | | View file |
|---|
| name | Canopy Portfolio Summary with Transactions - Bar Charts - Canopy_demo.pdf |
|---|
| height | 250 |
|---|
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| Asset Allocation - Bar Charts | Asset allocations are based on the "Report Date As Of". | | View file |
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| name | Canopy Asset Allocations - Bar Charts - Canopy_demo.pdf |
|---|
| height | 250 |
|---|
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| Asset Allocation - Doughnut Charts | Asset allocations are based on the "Report Date As Of". | | View file |
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| name | Canopy Asset Allocation - Doughnut Charts - Canopy_demo.pdf |
|---|
| height | 250 |
|---|
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| Portfolio Holdings | Portfolio Holdings are based on the "Report Date As Of". | | View file |
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| name | Canopy Holdings - Canopy_demo.pdf |
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| height | 250 |
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| Performance Attribution | Performance Attribution is based on the respective input parameters "Performance Date From/To". | | View file |
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| name | Canopy Performance Attribution - Canopy_demo.pdf |
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| height | 250 |
|---|
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