Reports
Reports Generated
247
this month
Scheduled Reports
3 active
auto-delivered
Data Coverage
18 months
historical range
Last Generated
2 min ago
Daily P&L
Report History
| Report Name | Type | Date | Size | Status | Actions |
|---|---|---|---|---|---|
Daily P&L Summary | daily | Mar 17, 2026 | 142 KB | Ready | |
Weekly Portfolio Report | weekly | Mar 15, 2026 | 2.4 MB | Ready | |
Monthly Performance | monthly | Feb 28, 2026 | 5.8 MB | Ready | |
Risk Attribution Q1 | monthly | Feb 28, 2026 | 3.1 MB | Ready | |
Trade Blotter | daily | Mar 17, 2026 | 890 KB | Generating… | |
Tax Lot Report | custom | Mar 16, 2026 | 1.2 MB | Ready | |
Weekly Risk Digest | weekly | Mar 22, 2026 | — | Scheduled |
Scheduled Delivery
| Report | Frequency | Next Run | Format | Actions |
|---|---|---|---|---|
| Daily P&L | Every trading day | Mar 18, 2026 09:00 | PDF + CSV | |
| Weekly Digest | Every Monday | Mar 22, 2026 07:00 | ||
| Monthly Report | 1st of every month | Apr 1, 2026 08:00 | PDF + XLSX |
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