Reports
Can Solo produce a report that I can use to compare to my bank statement, to check for missed data entry?
Forum Discussion
1 Reply
Hey there JM66 ! Thanks for reaching out :)
Any reports you may need can be found in Solo by tapping More > Reports. If there's a type of report that isn't readily there, it's not something we offer at this time.
That said - you can also share access with an accountant or bookkeeper by tapping More > Share access. This is another great way to help balance admin, as an advisor can add/edit/delete records on your behalf.
If you've got any follow up queries, or different report types that would make an impact, we'd love to hear 'em! Talk soon 🔜
