What reports are available to me?

To access the free version of valuation and cash reports available to clients, please follow the steps below:

Step-by-Step Guide

1. Login to Your Account

   • Open the CSAlpha mobile app on your device.
   • Enter your username and password.
   • Click on the "Login" button.

2. Select Your Business Type

   • After logging in, you will be directed to the main dashboard.
   • From the dashboard, select the type of business you are interested in. For example, choose "Asset Management."

3. Navigate to Reports

   • On the left-hand navigation panel, locate and select the “Reports” section.
   • A dropdown menu will appear with different report types available.

4. Choose the Report Type

   • Select the type of report you need. For example, choose "Valuation Reports" or "Cash Reports."
   • The selected report will be displayed on your screen.

5. Review and Utilize the Reports

   • You can now review the report details.
   • Use the information provided in the reports to make informed investment decisions.

Additional Information

• If you encounter any issues accessing the reports, please contact our support team for assistance.
• Ensure your app is updated to the latest version for the best experience.

Thank you for using CSAlpha. We are committed to providing you with the best tools and resources for your investment needs.