Reports Triggered in Excel

Background

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.

Currently there are the following reports available to be triggered in Excel

• 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