Presentation Studio reports are easier to print properly than traditional PortfolioCenter reports. If you need a quick Presentation, here are the basic steps:

To run a Presentation Studio report for 1 client:

  • Open PortfolioCenter
  • Find and highlight the account or group
  • Select Reports
  • Select Client Presentations on the Left
  • Change Report Date to desired date, OK
[note]The AS OF date must be a month-end date for Performance reports. However, you may pick any month-end date and all Presentations will adjust to proper date ranges.

For holdings report, the AS OF date can be any day for which you have a price file.[/note]
  • Highlight the report you want to print
  • Run Report
  • Save to PDF or send to printer

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