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A specific set of reports can be triggered by the user from Excel (both in Windows and Mac). Existing users of Canopy can use the Canopy Trigger Report spreadsheet for this purpose.
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PE Report
IRR Report
Capital Gains Report
Covert tableau dashboards into pptx format
Price Forensics Report - For all of a parent account’s holding on a particular date, it analyses and shows differences between different price sources for the same instrument
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