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 reports 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 whether you would like to receive the reports via Email or sFTP.

   Note: To enable sFTP delivery you must first contact your Sales Representative or Client Services.

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.

6. Click the check box next to each default report and saved custom report 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 options:

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

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

9. If you have multiple accounts, you can select which account or accounts will receive each custom report. For each 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 then click Continue.

12. Click Ok.

 

Additional Resources

• Learn About PortfolioAnalyst Reports at IBKR Campus

• Learn About PortfolioAnalyst for Advisors at IBKR Campus

• Visit the PortfolioAnalyst Website

• Log in to PortfolioAnalyst Reports