Let MyCredo do the work for you
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Do you find the task of drawing regular reports tedious? Let MyCredo do the work for you.
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Subscribe and receive them via e-mail.
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1. Run the required report as you would normally do.
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2. Change the Smart date to:
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3. Use the shortcut or run the report by clicking OK, then select from the Reports tab.
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The report can be scheduled in PDF or Excel format.
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4. Complete your e-mail address and the subject field.
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5. Click on the schedule tab and complete the fields to your requirements.
- Reports can be delivered weekly or monthly.
- You may choose the delivery time of the e-mail.
- Monthly, quarterly, bi-annually or annual reports can be subscribed to.
- Reports, other than performance reports should be delivered on the 4th of the month to accommodate verification and auditing by the custodian.
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The selected report will then automatically be delivered to the e-mail address specified on the intervals specified with data updated as per the smart date selected.
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Click here to request further training or support.
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MyCredo Support
UK +44 (0)20 7968 8324
SA +27 (0)11 463 6312
mycredo-support@credogroup.com
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