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Portfolio Manager Help
View a Report
Use the Report Viewer window to view a report.
To view 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 view.
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To generate the report for a specific date range, select Use Date Range and then specify the start and end dates.
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To view report details, click the Details tab.
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To view a graph of the report data, click the Chart tab.
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To modify the view, see Data Grids.
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To export the report to an Excel file, do the following:
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Click Export to Excel.
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In the Save As dialog box, type a name for the file or accept the default.
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Click Save.