Q: Why is there information missing in my "Annual Report" ?

There is no official template for this kind of reports to the Court , so we created a generic report based on information usually reported on . The report is pre-filled with information from ING Multi Mandate but still requires your manual input for the missing parts: the more information you enter in the dossier details, the more details will be pre-filled in the report .

Q: I need to re-download a report, how do I proceed?

You have 2 ways: Select " Reports " in the menu and follow the flow Select " Dossiers " in the menu: then select the dossier you need a report on. Under the "Reports" tab, you can select all the reports related to that dossier. A report can be downloaded multiple times .

Q: Can I edit a report that was already downloaded?

Unfortunately, it’s not possible .

Q: In reports, I can't select all the accounts of a dossier?

You can only select the accounts you have permission for . The accounts may be hidden according to the "Account visibility" setup.

Q: How to find a transaction across several accounts ?

Use the "Advanced search" to find the transaction you are looking for when you are in the selected dossier .

Q: How can I filter on reports I generated myself?

You can’t filter on the user who generated the report. However, you can filter on the type of report, the report name or the date the report is issued.

Q: Why can't I download my report?

Some reports might take a few minutes to generate (depending on the complexity and/or added features like attachments or notes). You can only download the report when "Processing" is over.

Question 1

How can I create a new report?

Accepted Answer

To create a report :

select Reports in the Menu
click on the New report big blue button on the right
select a template
select a language
select the dossier /accounts
select the period
click on the Generate button.
after processing time, your report will be ready for download

Question 2

How can I customize a report?

Accepted Answer

To customize a report, you can :

show account balance
insert notes
include categories
include documents in attachment
generate one individual file per account (if several accounts selected)
include graph(s)

Question 3

Why is there information missing in my "Annual Report" ?

Accepted Answer

There is no official template for this kind of reports to the Court, so we created a generic report based on information usually reported on.

The report is pre-filled with information from ING Multi Mandate but still requires your manual input for the missing parts: the more information you enter in the dossier details, the more details will be pre-filled in the report.

Question 4

I need to re-download a report, how do I proceed?

Accepted Answer

You have 2 ways:

Select "Reports" in the menu and follow the flow
Select "Dossiers" in the menu: then select the dossier you need a report on. Under the "Reports" tab, you can select all the reports related to that dossier.

A report can be downloaded multiple times.

Question 5

Can I edit a report that was already downloaded?

Accepted Answer

Unfortunately, it’s not possible.

Question 6

In reports, I can't select all the accounts of a dossier?

Accepted Answer

You can only select the accounts you have permission for.

The accounts may be hidden according to the "Account visibility" setup.

Question 7

How to find a transaction across several accounts ?

Accepted Answer

Use the "Advanced search" to find the transaction you are looking for when you are in the selected dossier.

Question 8

How can I filter on reports I generated myself?

Accepted Answer

You can’t filter on the user who generated the report. However, you can filter on the type of report, the report name or the date the report is issued.

Question 9

Why can't I download my report?

Accepted Answer

Some reports might take a few minutes to generate (depending on the complexity and/or added features like attachments or notes).

You can only download the report when "Processing" is over.