View Default Reports Details

Instructions
  1. Select Performance & Reports > PortfolioAnalyst > Click the Reports button in the top right corner.
    • Alternatively, click Menu in the top left corner > PortfolioAnalyst > Click the Reports button in the top right corner.
  2. In the Default Reports panel, select the info i icon next to a default report.

    Details for that report appear.

    Image of the PortfolioAnalyst default reports details.

 

Additional Resources