Batch Reporting with Investment Account Manager
« on: August 16, 2018, 11:05:02 AM »
Batch Reporting
 
The Batch Reporting feature allows users to produce a series of reports for a selected list of portfolios.  Users can define which portfolios to include, and what reports, for specific time periods.

Select Portfolios: select the portfolio(s) to be used for the batch reporting process.  Use the Mark All or Clear All button to select/clear portfolios.

Select Reports: select reports to be used for the batch reporting process.  Use the Mark All or Clear All button to select/clear reports.

Report Period: depending on the selected report, users can select the reporting period for the batch reporting process.  This includes All Dates, Predefined Date Ranges, Custom Date Ranges, or As of Date. 

Start Date: starting date range for selected report period.

End Date: ending date range for selected reporting period.

Report Choice: depending on the selected report, check the additional reporting option as available.  These include: By Monthly Totals, By Holding Period, and Exclude Options. 

Margins: set report margins.

Include Printer Setup: use this option to be prompted with the printer setup dialogue form prior to printing reports. You'll be able to select a specific printer, quality preferences, and other printer options.

Preview Reports: use this option to view a preview of the report prior to printing.

Export to PDF:
use this option to create PDF output of the selected batch report(s).