View Batch Reports

Instructions
  1. Select the Reports button in the top right corner of the PortfolioAnalyst page.
  2. In the Batch Reports panel click the View (arrow) icon.
  3. A pop-up opens asking if you would like to open the report with Adobe Acrobat or save the file.
    Image of the PortfolioAnalyst view batch reports panel.
  4. Choose one of the options, then click Ok.

One report is created for each selected account and saved as a .zip file. Extract all files to view all the reports.

Note: If the report is taking longer than usual to generate, click the browser's refresh button to restart the process.

 

Additional Resources