Can I download reports to share with others?

Seraf provides quarterly, annual, and custom dated reports, which you can download from the Account Statements tab found in the Documents & Reports section of your account. There, you can download your report(s) as a PDF by selecting the icon on the top right.

Note that if you're an investor in an investment group or fund using Seraf's Enterprise Portal, you'll find your Portfolio Documents, Other Documents and Imports in the Documents section of your account, while Account Statements and other Updates can be found in the Reports section of your account. 

Seraf also enables the easy export of most tables in your account. Depending on your account level, just select from any of the available icons at the top of any table. Select the X icon for Excel, the C icon to export a CSV file, and the W icon for Word. Note that depending on the size of your records, a CSV file may be the only available option.

Once your records are exported, you can conduct additional analysis and/or review your records for accuracy and completeness. Plus, Enterprise account administrators can use the data to create their own reports for internal use or to share with their investors.

If you are using a Mac, you may need to use a Microsoft compatible program to fully view the reports.

 

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