Deliver Reports to Clients

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Introduction

You can easily manage and deliver your client reports directly from the Client Reports section. Once a report is generated, you can review it, approve it and choose how you’d like to share it, by downloading it manually or sending it automatically to your client.

This guide walks you through all available options to help you manage report delivery seamlessly.

Key Terminologies

Term (A-Z)	Definition
Approve	Marks your report as verified and ready to be shared with the client.
Bulk Action	Lets you select multiple reports and apply the same action (Approve, Reject or Send) to all at once.
Client Report	A generated report that summarizes valuation, risk profile and performance data for a specific client or portfolio.
Delete	Permanently removes the selected report from the platform.
Download Report	Saves the report as a PDF on your device for manual sharing.
Duplicate	Creates a copy of the report with the same configuration and filters.
Reject	Marks your report as invalid or needing review before sending.
Report Status	Indicates the current stage of your report — NEW, APPROVED, REJECTED, or SENT.
Send to Client	Sends your approved report automatically to the client’s email.
Sent Logs	Displays the delivery history of the report, including client email, report type, and sent timestamp.
User Logs	Shows which user viewed, downloaded, or interacted with the report.

👉 New to some terms? Check out our full Platform Glossary for more.

Sharing Options – Manual vs Automatic

When your report is approved, you have two ways to share it with your client:

Sharing Method	How It Works	When to Use
Download and Share Manually	Use Download PDF to save the report to your device, then send it manually via email or another communication channel.	When you prefer a personal review before sharing or want to attach the report with additional notes.
Send Automatically	Use Send to Client to deliver the report directly to your client’s registered email. The client will receive the PDF along with any default message configured in your platform.	When you want to streamline the process and send approved reports instantly.

Accessing and Managing Reports

Once a report is created, it appears on the Client Reports list. From here, you can manage existing reports or take action on new ones.

To manage a report:

Go to Reports > Client Reports > Client Valuation Report.
Click directly on a report row to access its available actions:
- Approve – Mark the report as approved.
- Reject – Reject the report.
- Send to Client – Send it to the client, if approved.

Tick the checkbox to select single or multiple reports for bulk actions.

Approval Validation:

Reports must have Status: NEW to be approved.
Only reports with Status: APPROVED can be sent to clients.

Rejection Validation:

Only reports with Status: NEW or Status: APPROVED can be rejected.

Table Columns Explained Here:

Field Name	Definition	What it Means
ID	Unique identifier for the report	Each report has a distinct ID to track and reference it
Type	Category of the report	Indicates whether the report is a CLIENT_VALUATION_REPORT, COUPON_PROJECTIONor PNL
Status	Current state of the report	Shows if the report is New, Approved or Rejected
Last Send Status	Outcome of the last attempt to send the report to client	Indicates if the report was SENT successfully, IN_PROGRESS or encountered a SEND_ERROR When a report shows “Send Error, the platform highlights it. Hover over the icon to see the issue.
Portfolio Name	Name of the associated portfolio	Identifies which portfolio the report belongs to
Request Date Time	Date and time when the report was requested	Shows when the report generation was initiated
Start Date	Start date of the reporting period	Defines the beginning of the data range included in the report
End Date	End date of the reporting period	Defines the end of the data range included in the report

Large reports with multiple portfolios or long data ranges may take a few moments to process.

Alternatively, use the three-dots menu to access the following actions:

Detailed Action Options Here:

Action Add a comment	Description	When to Use	Effect / Result
Download	Save the report as a PDF to your device	When you need an offline copy or want to share it	The report PDF is downloaded and can be opened or shared externally
Delete	Remove the report from the platform	When the report is no longer needed or is outdated	The report is permanently removed from the list
Approve	Mark a report as approved	After verifying the report is accurate and ready	Only approved reports can be sent to clients
Reject	Mark a report as rejected	If the report contains errors or requires changes	The report status changes to Rejected; it cannot be sent to clients or approved
User Logs	View activity of users interacting with the report	To track who accessed or downloaded the report	On click of it, the pop up shows: Manager Name Downloaded At
Sent Logs	View history of report delivery to clients	To confirm when and to whom the report was sent	On click of it, the pop up shows: Client Email Type Sent At