How To's (Basic)
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      3. How To's (Basic)

      How To generate Reports

      1. Enter the Report Bar via clicking the Report tab from within the Application bar.
      2. Within this bar you will note a number of reporting options, including the Annual Tax Statement, Holdings report, Transaction History report and more. Clicking on the name of a report will open the
      3. This will open the relevant report’s pop up
      4. Fill in the form as required, pressing “OK” to generate your report
      5. The Generated report will appear in the Centre Screen for your review.
        1. In order to extract the report from Stockmarket Plus, select either the Print or PDF prompts as required