Select Column Dialog Box

To choose how to define the report columns, do the following:

1. The User defined radio button is selected by default.

2. If you click Column template, click the drop-down and select Trailing Returns (Last Month End), (Last Quarter End), or (Last Year End).

3. If you click Saved column sets, click the drop-down and select the name of a previously created column set.

4. Click OK.