Presentation Studio reports are easier to print properly than traditional PortfolioCenter reports. If you need a quick Presentation, here are the basic steps:
To run a Presentation Studio report for 1 client:
- Open PortfolioCenter
- Find and highlight the account or group
- Select Reports
- Select Client Presentations on the Left
- Change Report Date to desired date, OK
For holdings report, the AS OF date can be any day for which you have a price file.[/note]
- Highlight the report you want to print
- Run Report
- Save to PDF or send to printer