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Portfolio Manager Help
Generate a Stratification Report
Use the Stratitude tab to generate a stratification report for a purchased, sold, or sampled portfolio.
To generate a stratification report
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In the Navigation Explorer pane, click Purchases, Sales, or Samples.
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Double-click a purchase, sale, or sample name. The information appears in the Information pane.
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Click the Stratitude tab.
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Hover your mouse over the Reports menu slide-in and then click a report.
