Reports & Descriptions - MI Reports Reporting

Created by Corinne O'Brien, Modified on Fri, 28 Jun at 12:56 PM by Rohith Krishna

The MI reports can be found in the Company Reports area of the Admin Menu in the Portal- and can also be provided via SFTP.

The attached file 'MI Report Descriptions' provides an overview of the IFA, Platform and DFM reports that are available. Please also refer to the tabs that detail the account status abbreviations and the product codes

Sample reports are attached for reference.

Attachments (18)

xlsx

MI Report De....xlsx
28.4 KB

csv

SAMPLE - Adv....csv
1.03 KB

zip

Sample API R....zip
13.7 KB

csv

Sample Accou....csv
54 Bytes

csv

Sample Buyli....csv
168 Bytes

csv

Sample Cash ....csv
484 Bytes

csv

Sample Clien....csv
536 Bytes

csv

Sample Daily....csv
231 Bytes

csv

Sample Gener....csv
115 KB

xlsx

Sample Phase....xlsx
9.83 KB

csv

Sample Ring ....csv
1.71 KB

csv

Sample Surpl....csv
270 Bytes

csv

Sample Total....csv
91 Bytes

csv

Sample Total....csv
84 Bytes

csv

Sample Total....csv
68 Bytes

csv

Sample Total....csv
77 Bytes

csv

Sample Total....csv
85 Bytes

xlsx

Sample Unfun....xlsx
10 KB