Applies to: General partners
This article explains the known limits in FundCentre Reporting (formerly InvestorVision) and provides troubleshooting steps to help resolve common issues.
In this article
- File upload and format issues
- Performance and processing issues
- Data and limits issues
- Contact and user identification issues
File upload and format issues
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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.
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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.
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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.
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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.
Performance and processing issues
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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.
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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.
Data and limits issues
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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.
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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.
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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.
Contact and user identification issues
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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.