Statement details

Every PDF statement and Excel report carries a header with your firm's details and a closing note. Set them once here and they appear on every report you send to clients.

Set your details

1. Open Reports > Statement details.
2. Upload your logo: PNG, JPG, GIF or BMP, up to 2 MB. It is placed on a white background.
3. Fill in the address, phone, email, website and registration number you want printed.
4. Write a closing note for the end of each statement, or leave it empty for the standard one.
5. Save. The preview shows how the header will look.

What a statement looks like

• Your logo and firm details at the top, then the client's details: name, portfolio code, PAN, client code, broker, demat, mobile and email (or the family and its portfolios).
• The report name, period and when it was made, then the table, with totals shaded and losses in red.
• Anything to check, the report's notes and your closing note at the end; page numbers on every page.
• A4, portrait for narrow reports and landscape for wide ones.

Without a logo of your own, the Wealth Plus logo is used.

The rupee sign shows as "Rs" in the PDF

That is expected: the PDF font has no rupee sign. Screen and Excel show ₹.

The logo looks blurred

Upload a larger image, at least 600 pixels wide.