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Investment Wizard - Summary

From the Investment Report Wizard, use the Summary step to review your selections and process the report.

 

• Investment Report Wizard - Summary:

• • Summary Report provides a summary of the selected report components.

  • Create Report processes the report in Excel format.

After selecting all required report components, click the Create Report button.  

See Report Processing and Rendering for additional information.

1. • Save stores the report components as a template. The saved template can then be retrieved at a later date to refresh the data.

1. 1. 1. From the Summary step, type the desired custom report template name in the text box.

      2. Click the Save button.

After saving the custom report template, the template is available from the My Templates button.

 

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