Default Reports
Instructions
The Default Reports section in PortfolioAnalyst lets you run several default reports such as Previous Month, Previous Quarter, Previous Calendar Year, Month to Date, Year to Date and Since Inception.
To navigate here, click the Reports tab across the top of the PortfolioAnalyst screen.
What default reports are included?
- Previous Month
- Previous Quarter
- Previous Calendar Year
- Month to Date
- Year to Date
- Since Inception
Limitations
- You cannot edit default reports. If you want a report that you can edit or delete, create a customized report.
- The default performance measure is a time-weighted return (TWR) and cannot be changed.