How do I download a comprehensive cash flow report in MProfit?

In this tutorial, we will walk you through how to download a comprehensive cash flow report from MProfit that encompasses all cash inflows, outflows, and fees associated with your PMS portfolios.

Step 1: Login to your MProfit account and click Tools.

Step 2: Select Global Reports from the drop-down menu.

Step 3: In the following window, select Global Cashflows Report and then click Generate Report.

Step 4: To change the Period, select your preferred timeframe from the dropdown list.

Step 5: After setting the period, click Generate Report again.

Step 6: To download the report, click Download Report.

The report you download will include the family name, portfolio name, transaction date, type of transaction, and the amount.

It will present the cash inflows, outflows, and any fees that have been applied.

You can also set a filter for the portfolio name and view transactions from a particular date.

This is how you can download a comprehensive cash flow report from MProfit that encompasses all cash inflows, outflows, and fees associated with your PMS portfolios.