Functions: Statements

Sensr Portal allows you to easily generate and publish statements using default statement templates or creating your own.

How To Generate Statements

1. Navigate to Functions and click on Statements.

2. The Investment Statements page is organized with existing Statements at the top and statement Templates below.

   

3. Options include: use one of the default templates, edit/duplicate an existing template or create a new template or new statement.
   1. Create a new template
      1. click +Add Template to begin setting up your own template.
      2. Complete the fields as preferred. You can refer to the default templates for ideas.
      3. Click Create Statement Template when ready.
   2. View/Edit/Duplicate a template
      1. Click the related option. For example, you may want to simply select View to understand how a template is layed out. Or, you may want to select Edit to modify the existing template to meet your needs. Selecting Duplicate allows you to copy and customize a default template to add to your system.
   3. Generate a new statement
      1. Click +Add Statement.
      2. Select your template, fund, and distribution timeline.
      3. Wait for the software to generate the statements.
      4. Select all statements (or a subset), and publish to the investment files.