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.

  1. Create a new custom report or edit an existing custom report.

  2. If you selected Detailed as the report type, select a saved synopsis in the Optional Pages section.

    Image of the PortfolioAnalyst optional pages panel

  1. Continue creating or editing the custom report as required.
  2. Press Save.

 

Additional Resources

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