Configure Reports for Delivery

Instructions

1. Select the Reports button in the top right corner of the PortfolioAnalyst page.

2. Go to the Reports Delivery section.

   The Delivered Reports panel displays all of the reports that you have configured for delivery.

   

3. Click the Configure (gear) icon in the Reports Delivery title bar and the Reports Delivery screen opens.

   

4. Delivery Method: Select how you would like to receive the reports, either via Email or sFTP.

   Note: You must request sFTP delivery to enable this option. Contact your Sales Representative or Client Services to make these requests.

5. Encryption: Select Yes to encrypt the report statements.

   Note: You must request Encryption to enable this option. Contact your Sales Representative or Client Services to make these requests.

6. Click the check box next to each default report and saved custom report that you want to configure for delivery.

7. In Type, select the output type for the report: Snapshot PDF, Detailed PDF, or Detailed CSV.

8. In Consolidate, select one of these report generation options:

   • Consolidate All into Single Report: If you have multiple accounts, a single consolidated report will be generated for all accounts.

   • Generate an Individual Report for Each Account: If you have multiple accounts, a separate report will be generated and delivered for each account.

9. If you have multiple accounts, you can select which account or accounts will receive each custom report. For each custom report, click Add/Edit Accounts, then choose accounts in the Account Selector. This option is unavailable for preconfigured reports.

10. Click Continue.

11. Review your delivery configuration, and then click Continue.

12. Click Ok.

 

Additional Resources

Learn About PortfolioAnalyst Reports at IBKR Campus

Visit the PortfolioAnalyst Website

Log in to PortfolioAnalyst Reports