Client Investment Summary
This feature allows you to submit a report based on criteria you select. This includes date range and items, such as transactions or pending orders, that can be added to or excluded from the report
To submit a client investment report
1. From either the Client Overview screen or the Account Overview screen, click the Print Portfolio button. The Report Outcome dialog appears.
Note:
This report can also be launched from the Report Manager. See previous section.
2. Select a date range and what you want in the report, then click Submit. A confirmation dialog appears displaying report statistics.