Investment Report Wizard

The Investment Report Wizard guides you through the steps to create custom reports for Best's Schedule's A through E databases. Access is subscription based.

Access Investment Report Wizard from the Report Wizards or Explore Schedules menu.

Select components for the Custom Report.

Follow the steps in the wizard to select report components. Use the Back and Next buttons or the appropriate Wizard Steps link to navigate the wizard.

Select Fields/Data Period

Select Companies/Investments

Select Filters

Select Layout

Summary

Click the Create Report button to generate Custom Reports for the selected components.

The Data Retrieval Progress window displays a progress of the report request. Upon completion, No Data for Selected Reports window displays a listing of reports that did not return any data.

The report shows all records for the selected companies, fields, and data periods.