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.

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