What reports can I download?

You can download some reports in Excel format. You can also view reports in your browser and as a print-friendly PDF.

You can download the following reports in Excel format:

IDPS Accounts

  • Tax report
  • Cash transactions report
  • Income and expenses report
  • Realised gains / losses report
  • Unrealised gains / losses report
  • Income details – cash basis report
  • Income details – accruals basis report

Super and Pension Accounts

  • Cash transactions report
  • Income details – accruals basis report
  • Realised gains / losses report
  • Unrealised gains / losses report

Download an Excel report

  1. Log in to Adviser Online
  2. Select Reporting in the menu under the Macquarie icon and click Client & adviser reporting
  3. Select download excel reports
  4. Search for account using either account name or number
  5. Select the report type from the dropdown menu and select the date range
  6. Select generate.

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