Step 1: In the Interval/horizon menu click the frequency and duration of your estimated reporting period.
Step 2: In the Currency list, click the appropriate currency denomination with which to report the portfolio values. This is a required command.
Step 3: In the Options list, select the appropriate checkbox. If you click Detailed you will generate a separate report by position for each portfolio selected.
If you click Merge Positions you will group all instruments across selected portfolios.
Step 4: In the Sort by area, click the appropriate method of sorting the positions in your report. This is a required command.