How Do I Run and Schedule Reports?

Reports live under Money > Reports & Statements (Reporting), on the Reports tab.

Available reports

Reports are grouped by topic. They include the Payout Report, Tax Report, Global Tax Package, Investment Summary, Investor Summary, Activity List, All Activity List, Unit & Capital Activity, Debt Report, Payment Method Report, Account Mapping, Contact Information Changes, Reservation Summary, Fundraising Report, Blue Sky Summary, and Note Activity Export.

Star a report to add it to Favorite Reports, or hide ones you don't use.

Run a report

1. Click a report and fill in its fields, such as investment, year, or dates.
2. Click Preview Report.
3. Open Share / Schedule and choose Download CSV, Send Securely, or Schedule.

Send Securely builds the full file in the background and sends each person a sign-in link. The file is never attached to email. Files you're sent show under Report Files Sent to You.

Tax IDs show the last four digits unless your role allows full tax IDs.

Schedule a report

Choose Schedule, name it, and pick Monthly or Quarterly (January, April, July, October) delivery and the Day of Month. Add team members under Also Send To. Manage schedules under Scheduled Reports.

Other reporting tabs

• Account Statements: see How Do I Send Investor Statements?
• Performance: DPI, RVPI, TVPI, XIRR, and cash-on-cash per account. Use Set Valuation to enter an account value.
• Tax Documents: see How Do I Send K-1s and 1099s?
• Capital Positions and Public Track Record.

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.