Run a Report on Performance

Instructions

The report contains query accounts with performance greater than and/or less than a specified TWR.

  1. Click Menu in the top left corner > Administration & Tools > Client Data Queries.
  2. In Report Type, select Performance.

    Image of the run a report on performance panel in portal.

  3. Enter the following information:
    1. In Period, select 12 Months or Year to Date.
    2. In Performance, choose greater than (>), less than (<), less than or equal to (<=) or greater than or equal to (>=) and then enter a number for the percentage.
    3. In Format, select HTML/Web, PDF or CSV.
  4. Click Run Report.

    The Performance Report appears.

    Image of the performance report in portal.

 

Additional Resources