Assign a Synopsis to a Custom Report
Instructions
When you are creating a new Detailed custom report or editing an existing Detailed custom report AND you have selected multiple client, sub or linked accounts in the Account Selector, you can attach a synopsis (cover letter) to the report.
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Create a new custom report or edit an existing custom report.
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If you selected Detailed as the report type, select a saved synopsis in the Optional Pages section.
- Continue creating or editing the custom report as required.
- Press Save.
Additional Resources
Learn About PortfolioAnalyst Reports at IBKR Campus