Investment Wizard - Select Fields/Data Periods

Select fields for the custom report from custom or standard lists, or perform a search to locate fields based on criteria entered.

Select the desired Schedule and Data Period to begin your fields search.
Select the fields for your report using any combination of the following options:
- Standard List - Choose a previously created field list in the Select Fields Lists section. Field list availability is determined by product subscription. Use the Expand and Collapse buttons to assist in locating the desired field list.
1. 1. Select a field list from the Fields Lists section.
  2. Click and drag the list from the tree view in the Fields Lists section to the Selected Fields section.

- Custom List - Create a field list using any combination of list items from any available tab in the Available Fields Lists section. Tab availability is determined by product subscription. Use the Expand and Collapse buttons to assist in locating the desired field list.

1. 1. Double-click a list from the appropriate population. The selected list populates the Available Fields section.
  2. Select the fields for the report. Position your mouse pointer over a field to view field details including the Page, Column, Line information and the long field name.
    See Selecting Wizard List Items for additional information.

Optional: Save the selected fields as a custom list.
1. 1. Optional: Select the Share List checkbox to share this custom list with your coworkers.
  2. Enter a name for the custom list in the textbox.
  3. Click Save. Shared lists may not be immediately available to new subscribers.