To search data in the SS&C Secure Distributor Portal please follow these steps:
- Select the Search tab
- Select the report type
- The Date range default will change depending on the type of report, click the date field if the default does not cover the correct period
- Click Search
If required you are able to Search the data within the report to do this
- enter the data at the top of the relevant column
- Click Search
NB. You are able to complete the search a number of time to filter to relevant data