To search report data online using the SS&C Secure Distributor Portal:

  1. Select the Search tab
  2. Select the Report Type
  3. Define the Date range
  4. If required, apply filters to specific fields within the report 
  5. Select Search

Once the search results are displayed filters can be applied to specific fields. To do so, please follow steps 4 and 5 above.

The following video will demonstrate the steps outlined above.