Reporting Reference Guide

Overview

This reference guide includes the following sections:

• Reports Menu - List of functions available from the Reports menu in Portal.
• Samples - Samples of activity statements, trade confirmation reports, PortfolioAnalyst reports and other reports available in Portal.
• Report Reference -Definitions of every field in virtually every report available in Portal.

Where Do I Find Step-by-Step Procedures for Running Reports?

Step-by-step procedures for running all reports and using all reporting-related functions in Portal can be found in the Client Portal Users' Guide.