Monthly Reporting

Management Portal / Reporting

Generate Monthly Report

Upload the latest master workbook together with the three Valpro reports. The system will update the relevant reporting sheets and generate a new Excel workbook.

Reporting Files

All three PDF reports must belong to the same reporting period.

Upload the Excel workbook that should be updated. The filename can be anything.
Cases & Fees report for All Clients.
Instructions Received – Consumer Banking.
Instructions Received – Corporate Banking & Corporate Clients.
Optional. Leave blank to generate automatically.