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How to generate an investment product research report

Generating a product research report is a two-step process. First, you will need to select the product from the list of products entered into CCUBE, then generate the report.

 

The steps for this are:

  1. Go to the Products page by going to Menu>Portfolio>Products
  2. In this page select the products tab
  3. Click on the blue “View Details” icon to the left of the product name which opens up a new window
  4. In this new window, scroll down about 2/3 of the way down the screen to “Product Research History” and select generate

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