Report Summaries.

[aviator]

Hi Mark,

Is there a way to produce a report at the account level without all the detail? I want to see account summaries only, without the detail of individual securities within the account.

Thanks.

[Mark]

Hi aviator,

Only in the Advisor version... In that version you can limit the number of levels of hierarchy displayed in a report. This is done in the "Report Settings" dialog.