by Krisan Marotta | Oct 1, 2015 | KBO, Reporting
What’s the difference between a Group and a Set in PortfolioCenter? Group = reporting unit A Group is a collection of accounts usually related by family and typically a unit that you’d like to see on one report. For one family you might have any of the...
by Krisan Marotta | Feb 12, 2013 | KBO, Reporting
Q. I’d like to run a report which shows the number of accounts lost year. If I could include the dollar amount lost that would be even better. Do you know any way to retrieve this information from PortfolioCenter? A. If you practice good housekeeping in...
by Krisan Marotta | Dec 4, 2012 | KBO, 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...
