Offering Reports
Last updated
Last updated
To access investment reports, please navigate to the .
Then access the link titled located on the left-hand side bar.
This will bring you to the reports page where you can generate new reports for an offering by clicking on the "Generate New Report" button for that offering. Additionally, you can access previously generated reports for that offering in the same module.
Please note that some reports can take a few moments to generate. Issuance will email you when the report has been generated and is accessile.
Below are the definitions for each of the various report types.
Regular Investment Reports These are reports showing all investments that are actively in process and have proceeded past the account creation phase.
Incomplete Investments Reports These are reports showing investments that have proceeded past the account creation phase but have not been completed; some further action is needed by the investor.
Completed Investments Report These are reports showing investments where no further action needed by the investor.
Sign up users Report These are reports showing only investments that have not proceeded past the account creation phase. I.e. just signups that haven't converted.
Compliance Pack Report These are reports showing the details of clearing failures, AML/KYC results, etc. for investments.
To access already generated reports, or to generate new reports, please follow these instructions.
Navigate to the