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Report creation overview

1. Click on Menu.

2. Click on New Report Set.

3. Two options- standard Report or Select Accounts Report.

4. Standard Report is a report of all the data and all the accounts.

5. Select Account Report is a report that can be portioned into accounts. It can be set up to show different sets of accounts and portfolios.

6. Choose between ‘Create from Blank Report’ or ‘Create from Existing Reports’.

7. When choosing ‘Create from Existing Reports’, a list will appear with the existing reports.

Updated on May 8, 2023

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