This series of tips describe how to build your Reporting package. Although each PDF includes a link to a video, those links will not work as the platform they were created under is no longer supported.
Topic | Tip Sheet |
Introduction to Building your Reporting Package | 2 pages |
Creating a Cover Page Disclosure | 3 pages |
Creating Report Settings | 4 pages |
Applying Report Settings | 2 pages |
Creating Custom Benchmarks | 5 pages |
Setting Reporting Benchmarks | 6 pages |
Review Report Options | 2 pages |
Creating a Batch Template | 3 pages |
Creating a Batch Schedule | 5 pages |
Report Output Methods | 4 pages |
Understanding Return Percentages | 2 pages |
Using the Global Return Summary | 2 pages |
Using TWR Diagnostic Report | 4 pages |
Using IRR Diagnostic Report | 3 pages |