REPORTS

It’s a snap to generate and distribute the reports you need.

Run more than 70 pre-designed, menu-driven reports — many with flexible reporting options
Generate the EDA Semi-Annual Report at the click of a button
USDA Reporting
Print, preview, or export reports to Word or Excel
Export your Transaction Level Report (TLR) automatically to the CDFI Fund’s CIIS database

And with a full copy of Microsoft Access you can write your own queries and reports using PortQ, an integrated, secure database provided as part of your Portfol installation.

REPORTS

It’s a snap to generate and distribute the reports you need.

THERE’S NO LIMIT TO THE TYPES OF REPORTS YOU CAN CREATE!