Building your Reporting Package

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