Canopy also offers automated generation of customized PDF reports. The report generator can be found under Reports > Generate Reports. Below is a list of the report types that are currently available:
| 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". | |
| 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". | |
| Asset Allocation - Bar Charts | Asset allocations are based on the "Report Date As Of". | |
| Asset Allocation - Doughnut Charts | Asset allocations are based on the "Report Date As Of". | |
| Portfolio Holdings | Portfolio Holdings are based on the "Report Date As Of". | |
| Performance Attribution | Performance Attribution is based on the respective input parameters "Performance Date From/To". |