What Reports are available to me?

The following Reports are available to you from the Admin menu Tab > Student Accounts Report

  • Summary Report: This section gives you a summary of your class activity and parameters.
  • Current Rankings Report: This section allows you to view the current standings for your students or users and explore their individual accounts in more detail.
  • Historical Rankings Report: This section allows you to view students' / users' rankings and portfolio values as of a certain date in the past.
  • Registration File Report: This section allows you to view all the information captured on the registration page for your students / users.
  • User Summary: This section provides you with an overview of your students' / users' accounts, such as trading and login activity.
  • Reports: Download class reports to excel for further sorting and analysis (includes Transaction History, Open Positions and Account Balances)
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