REPORTS

[robert1]

I have several sub portfolios set up under a Master Portfolio. When I try to do a Custom report, all the sun portfolios have been merged into 1 report. I want them to be displayrd by sub portfolio, which is how it was done in the past. What am I doing wrong?

Thanks !!
Robert

[Mark]

Hi Robert,

It sounds like you just need to check the option on the "Report Settings" dialog to "Subtotal By", and then choose "Sub-Portfolio". If you have the "Subtotal By" option un-checked you will get what you're describing.