Croesus allows users to quickly produce client reports that present a wide array of required information.

Reports may be displayed on screen, saved as a PDF file, printed, or sent to clients by e-mail.

Some reports are targeted to clients (e.g. portfolio evaluations, income distribution), whereas others will directly relate to the financial advisors themselves (e.g. security holders, maturity reports). Still other reports present higher-level summaries, targeted to branch managers or compliance departments (e.g. investment objective summaries, performance summary reports).