by Krisan Marotta | Dec 11, 2012 | Reporting
Each PortfolioCenter performance report offers a bewildering variety of format options which determine the level of detail shown on the report. These detail formats are available on both the “analytical” reports (the original Performance reports in...
by Krisan Marotta | Dec 4, 2012 | Performance, Reporting
Q. Is there a way create a Smart Set in Portfolio Center using data other than the standard and custom fields? We were hoping to generate sets based off client performance for analysis. We would like a set based on gross individual portfolio performance for a...
by Krisan Marotta | Nov 13, 2012 | Reporting
Open PortfolioCenter and in the main window, select the Global Reports tab to go to the Global Reports window OR select the Portfolios tab to switch to the Portfolios page, select an account or group, and click the Reports button in the window that opens. I’ve...
by Krisan Marotta | Oct 2, 2012 | Reporting
When you batch print to PDF by portfolio, PortfolioCenter name the file using the account number and the creation date. For long term archiving or uploading to a client vault, you would probably prefer to use the quarter end date rather than the creation date —...
by Krisan Marotta | Jun 8, 2012 | Reporting
Q. I have a question about the Global Composite Return report in PortfolioCenter. When I run the report, sometimes the beginning value for a time period does not equal the ending value for previous time period. For example the 3/31 quarter ending value does not...
by Krisan Marotta | Jun 1, 2012 | Reporting, Tech Help
I upgraded to PortfolioCenter 5.5 and found a bug on my second day using it. I’m slipping. I found a bug on my first day using 5.4. Fortunately, this problem is easy to workaround until there is a...
