The Report Generator, located under the Reports menu can be used to generate client, portfolio, performance, fixed income, and analytical reports for a single client or group of clients.
To generate a report, do the following:
In the Select Report area, click the plus signs to expand the different report types. Click to highlight the name of the report you want to generate.
In the Select Client area, click the magnifying glass icon to select the client or group.
Locate the client/group you want, then click OK.
If the client/group contains multiple accounts, check the boxes next to the accounts on which you want to run the report.
Click Generate.
Additional settings for the selected report opens. Complete those settings and then click OK to generate the report.
Note: If you select multiple accounts, you will be asked whether you want to aggregate or segregate accounts on the report.