To Generate a Composite Performance Report

1. In the left navigation pane, click Portfolio Management, and then the Groups page.

2. Double-click the desired Composite to enter the Composite record.

3. Select the account or accounts that you want to create the performance report for by checking the box to the left of the account name.

4. From the main menu, click Reports.

5. Hover over the word Performance, and then hover over the word Performance or Performance History.

6. Click on the desired performance report. Set the options and create the report.