Printing a PortfolioCenter Report

Open PortfolioCenter and in the main window, select the Global Reports tab to go to the Global Reports window OR select the Portfolios tab to switch to the Portfolios page, select an account or group, and click the Reports button in the window that opens.  I’ve...

Renaming PortfolioCenter reports quickly

When you batch print to PDF by portfolio, PortfolioCenter name the file using the account number and the creation date.  For long term archiving or uploading to a client vault, you would probably prefer to use the quarter end date rather than the creation date —...