by Krisan Marotta | Dec 23, 2013 | Presentation Studio
Q. I love the look of the new Presentation Studio reports in PortfolioCenter but I really miss the text summary section on the traditional analytical mountain chart (aka Portfolio Value vs Cumulative Net Investment) in PortfolioCenter. Is there a way to recreate...
by Krisan Marotta | Oct 8, 2013 | Reporting
Q.From PortfolioCenter, how can I run a report based on a holding? I’d like to be able to see which clients have that holding and what percent of their account(s) it represents. Then, I’d like to be able to export it into excel in order to edit and create trade...
by Krisan Marotta | Aug 29, 2013 | Reporting
Q.How do I adjust the columns on a PortfolioCenter report? The total number is ‘********’ instead of the number. A.PortfolioCenter replaces the numbers with ****** when the width of the column is too small for the font or the size of the number. To...
by Krisan Marotta | Aug 13, 2013 | Reporting
In July Schwab Performance Technologies announced the likely end of eReports: We are informing you that Adobe® ended support for Adobe Distiller® Server software on May 31, 2013. Distiller is an application that is critical to running the PortfolioCenter® eReports...
by Krisan Marotta | Aug 6, 2013 | Presentation Studio
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...
