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How to view an owner’s account history in TOPS [ONE]

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DESCRIPTION

You can quickly view the Owners Account History by going to the owners page and clicking the Green Balance indicator. This guide will go over how to view their balances, and how to use the date filter to see the desired transactions. This guide will also show you how to email and print the owner history.

 

STEP-BY-STEP

1. Select the Portfolio, click Owners indication from the main menu options. Select an owner. 

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2. Once you've selected an owner, you will be able to see their different Key Performance Indicators, or KPI. 

3. You can select View History to see a more detailed view for each KPI. 

4. By default, it will show the transactions for the last 30 days. 

You can select the Date Range Filter to edit the dates

You can also Email or print the owners activity by clicking Email Or print 

To view the Owners Activity Report click the  Icon. 

 

 

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