Printing Portfolio reports

In order to generate a client investment summary, you can click on “Print Portfolio” in either the client overview or account overview.

The following screen will appear:

The default settings chosen in your “User Preferences” will be populated. You may modify any aspect of the report. Once set, select “Submit”. A confirmation of your report submission will appear.

To retrieve your report, you will need to go to the “Report Manager” in the “action” dropdown menu:

Your report will be in the queue:

By clicking on “View”, you may print or save your report.