Orion - Report Queries

Orion - Report Queries

This is how to run reports in Orion for your firm's use.

Please keep in mind, not all download sources for accounts download on a daily basis so some figures may be off.

1. On the left hand side, click on 'All Applications' section, then click 'Query'


2. On the right hand side, click open the blue arrow tab and click 'All Queries'


3. Double Click the report you want. There are descriptions that are helpful to let you know what they are for.


4. Once double clicked, it may ask you certain preferences. Choose your preferences and then 'Run'


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