In an investment list, click the check box next to the investment(s) you want to take to the report.
From the Action menu, point to Reports, and then select My Templates.
A dialog will open giving you an opportunity to change settings and save settings.
To generate the report, click OK.
Tip: investments are inserted into the report in the same order that they are positioned in the investment list. This only applies to reports that allow more than one investment.