Open topic with navigation

> Reports / Report Types / Debtors / Portfolio Review

Portfolio Review

This report is available to clients who use the Commission option. It details the movement on Commission invoices.

  1. To open the report setup screen, open the Reports view in the left-hand pane.
  2. Click Debtors in the left-hand pane.
  3. Click Portfolio Review in the left-hand pane.
  4. The report setup window opens in the main desktop. Click Submit to generate the report.

See also

Debtors

Go to top