I can't see all of my investor reports. Why not?

If you can't see all of your investor reports, go to Documents & Reports and use the search boxes to locate the files. Once found, select the pencil icon to edit each record. Be sure that you have assigned it to a company and also selected Investor Report as the Document Type. It should appear in the Investor Reports and Financial Statements section of the Documents tab accessed from the Company / Fund page for each entity in your portfolio. And, if the file is dated within 90 days, it should also appear on your Dashboard under Recent Reports.

 

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