In this example a Portfolio Value report
is displayed. This example report is listing by
"Investment". You can also list by "Symbol",
"Investment Type", "Asset Allocation", "Investment
Goal", or "Currency". This example report is also sub-totaling by
sub-portfolio. You can turn sub-totaling off, or
sub-total by Sub-Portfolio, Symbol, Asset Type,
Investment Goal, or Investment Type. Reports may
also be filtered,
so they only display a desired Symbol, Asset Type,
Investment Goal, Investment Type, or Currency.
You can set these options, the date range(s), the report
title, or any other report setting in the
Report
Settings Dialog:
The Report Settings Dialog is displayed when creating
a new report from the Reports menu. To
modify an existing report, use the menu command Edit
/ Report Settings... or select the
button from the toolbar.
You can resize any report column by clicking and
dragging on the column divider:
 .
The report divider for the last column is hidden for
appearance purposes, but it is still there, and you can
resize this column as well. When your cursor is
over any divider the cursor will change to
 ,
so you know you can click/drag.
You can customize the
report type, fonts,
colors,
display preferences,
or any of several other options available from the
menu.
Reports can be sorted by any displayed field.
Select the desired sort order from the Sort menu.
Reports can be memorized using the Memorize Report
Dialog (Edit / Memorize...). Memorized
reports can be recreated by selecting the memorized
report name from the bottom of the Reports menu.
The text in any report can be copied to the clipboard
using the Edit / Copy Text menu command for use
in other applications. Reports may also be
exported to CSV files using File / Export to CSV....
Additional report features are available in the
Advisor version:
- Reports can be copied as
re-sizeable images to the clipboard, for publishing to
clients. See Edit / Copy Picture.
- Reports (as well as graphs) can be
emailed to clients
using the File / Send By Email... command
- Reports (and graphs) can be
printed in
bulk for each client using File / Batch
Print....
- Customize the column
labels using Options / Report Column Labels....
- Customize the
headers using Options / Report Headers....
You can use mail merge fields to automatically insert
values into the headers, like the client's name and/or
tax ID.
- Reports can
have an adjustable disclaimer displayed at the bottom of
the reports (Options / Report Preferences... /
Disclaimer).
- Display a logo for your company in the report's
header using Options / Report Preferences... / Logo.
See Also:
|
