Applies to: General partners
This article explains the known limits in FundCentre Reporting (formerly InvestorVision) and provides troubleshooting steps to help resolve common issues.
Limits and troubleshooting
My portal name is being rejected or cut off
What it means: The portal name has a maximum limit of 256 characters, and line breaks are not supported.
What to do: Keep the portal name under 256 characters and remove any line breaks.
My bulk upload .ZIP file failed
What it means: Bulk upload .ZIP files have a 1 GB size limit.
What to do: Keep .ZIP files at 1 GB or smaller.
My permission settings are hard to manage or slow to load
What it means: Large numbers of permissions rows per user can affect performance.
What to do: Keep permission rows to fewer than 200 per user whenever possible.
Not all my documents downloaded in bulk
What it means: Bulk downloads are capped at 1,000 documents or 1 GB, whichever limit is reached first.
What to do: Split large downloads into smaller batches that stay within these limits.
My video upload failed
What it means: Videos must be 1 GB or smaller.
What to do: Compress or resize videos to 1 GB or smaller before uploading.
My posting is taking a long time to process
What it means: Running multiple postings at once, especially with larger files increases processing time
What to do: Run one posting at a time.
My Investor ID, Account ID, or Fund ID caused an error
What it means: Spaces and ampersands (&) in these IDs can cause issues.
What to do: Avoid using spaces or ampersands in Investor IDs, Account IDs, and Fund IDs.
It is hard for me to identify an investor or third-party contact linked to the portal
What it means: If an investor or third-party company shares the same name as the portal, it can be difficult to distinguish them when associating contacts.
What to do: Give the entity a slightly different name from the portal.
My PDF was not accepted in a posting
What it means: Postings only accept Adobe-generated PDFs. PDFs generated by other tools such as Foxit are not accepted.
What to do: Generate your PDF using Adobe Acrobat before uploading it to a posting.
My bulk upload template failed
What it means: Trailing spaces after email addresses, changes to template formatting, or added columns can cause the upload to fail.
What to do: Remove trailing spaces after email addresses and do not modify the template formatting or add extra columns to the template.