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Background

Canopy is able to meet a lot of very specific requests from our customers.

Typically these reports can be triggered from Excel (both in Windows and Mac) by using the Canopy Trigger Report spreadsheet

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 - Shows prices from different sources for

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