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Portfolio Manager Help
Modify a Report
Use the Report Viewer window to modify a report.
To modify a report
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In the menu bar, click Reports > Report Viewer.
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In the list box, select the report to modify and then click Edit.
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Modify the report name and description as necessary.
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In the SQL Text box, modify the SQL code for creating the report and then click Test. If the code is invalid, a message appears.
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Modify the sorting, grouping, and summaries as necessary and then click OK.