To generate a group performance report

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

2. Double-click the desired Group to enter the Group 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 Action menu, hover over the word Reports.

5. Hover over the word Performance.

6. Hover over the word Performance or Performance History.

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

Note: All report options under both Performance and Performance History can be run for individual accounts or aggregated accounts.