Back to Knowledge Base
Portfolio & CalculationsStocksMutual Funds
How to generate reports
How to create portfolio, dividend, CGT, mutual fund, and distribution reports from FolioSync.
Common symptoms
- You need a holdings, dividend, CGT, or mutual fund report.
- You want to generate a report for one portfolio, fund, or AMC.
- A report is missing data you expected to see.
What to try first
- 1Open Reports from the bottom navigation if it is enabled, or go to Settings > PDF Reports.
- 2Select the relevant portfolio or filter before generating a report.
- 3For stock reports, choose from portfolio holdings, dividend tax, CGT tax certificate, dividend reinvestment, or CGT summary.
- 4For mutual fund reports, choose overall, fund-wise, AMC-wise, or distribution reports.
- 5For fund-wise and AMC-wise reports, select the specific fund or AMC when prompted.
- 6Tap Generate and wait for the report to finish.
- 7If the report looks incomplete, confirm the transactions and date range exist in FolioSync first.
When opening a ticket
- Send the report type, portfolio/fund/AMC selected, app version, and screenshot if report generation fails.
- Attach an Excel export if report totals differ from portfolio totals.