Serraview has many standard reports and the following can be used for regular reporting on current and historical data. Also, reports can be scheduled and they can be used to update your data, see automated report imports.
If you want historical reports then use Snapshots, then you can set up regular snapshots, for example take snapshots on the 1st and 15th of the month.
Automated Regularly Reports
Your regularly reports can be generated weekly, bi-weekly, or monthly to monitor your Portfolio in Serraview. Also, these reports can be automated so that they are emailed to a specified people. Examples of common automated reports include: