To access an X-Ray Report

To view an interactive annotation of this report, click here.

To access an X-Ray report, do the following:

1. In the left navigation pane, click Research. The Research area opens.

2. In the left-hand column, click the appropriate universe. The universe's home page opens.

3. Double-click on the universe you want to open. The universe opens.

4. Check the box to the left of the security name for which you want the report.

5. From the Action menu, point to Reports, then click on X-Ray.

6. The report opens as an HTML document in a new window.  To change the allocation, click Allocation.  The X-Ray Allocation window opens.

7. Click the drop-down menu to choose whether to enter holding information in Market Value or Percentage.

8. Type new allocation amounts in the text boxes.

9. To generate a PDF of this report, click PDF Report.  The PDF is generated.