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[Mike]

Mark,

Is there a way to set up page breaks between sub-portfolios when printing reports? Now I have to change settings to print each client's reports. It's no big deal but it would be nice if this could be done.

[Mark]

Hi Mike,

You can't insert page breaks there, but you can use the "Batch" printing feature to accomplish this. This is a feature in the Advisor version. It works like this:

1) Define all your clients and assign them to a sub-portfolio under "Edit / Client List...".

2) Create any reports and/or graphs you want to print for all your clients. It doesn't matter what sub-portfolio you initially create them for.

3) Use "File / Batch Print..." and select what clients you'd like to print these open graphs/reports for. Since you've defined what sub-portfolio each client owns, the reports/graphs will be generated for that sub-portfolio before being printed. Also, you can set the starting page number, and have the page numbers be contiguous across multiple reports/graphs.