The Batch Reporting feature (available is advanced mode) allows users to produce a series of reports for a selected list of portfolios. For instance, users can customize batch reporting by using the various Report Setup Options to print a series of reports at the end of each month, each quarter or year.

Select Reports Menu, then Batch Reports.

Users can define which portfolios to include, and which reports, for specific time periods. Provided in Investment Account Manager are these pre-defined reporting sets:

User can also define and save a series of reports for repetitive use.