What reports can I download?

You can download some reports in Excel format. You can also view reports in your browser and as a print-friendly PDF.

You can download the following reports in Excel format:

IDPS Accounts

  • Tax report
  • Cash transactions report
  • Income and expenses report
  • Realised gains / losses report
  • Unrealised gains / losses report
  • Income details – cash basis report
  • Income details – accruals basis report.

Super and Pension Accounts

  • Cash transactions report
  • Income details – accruals basis report
  • Realised gains / losses report
  • Unrealised gains / losses report.

Download an Excel report

  1. Log in to Adviser Online
  2. Select Reporting in the menu under the Adviser Online icon and click Client & adviser reporting
  3. Select Download excel reports
  4. Search for account using either account name or number
  5. Select the report type from the drop-down menu and select the date range
  6. Select Generate.
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