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Portfolio Manager Help
Create a Report
Use the Report Editor dialog box to create a report.
To create a report
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In the menu bar, click Reports > Report Viewer.
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Click New.
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Type a name and description for the report.
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In the SQL Text box, type or paste the SQL code for creating the report and then click Test. If the code is invalid, a message appears.
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(Optional) Specify the sorting, grouping, and summaries and then click OK.