Reports Menu Quick Reference

The Reports menu gives you access to a number of functions related to generating, viewing, and saving reports.

Schedule

From the Report management start page, highlight a report in the left-hand column, then click Reports, then click Schedule to arrange for a report to be generated at a specific time.

Report Name

This is the name assigned to the report. Report Type reports can be one of four types: Portfolio Summary, Value at Risk, Scenario, or Sensitivity.

New Report

From the Report management start page, click Reports, then click New. In the Select Portfolio dialog box, click the appropriate Portfolio(s). Then click the report type you want to run.

Request Report

Click a report in the left-hand column. Click Reports, then click Request to generate that report.

Modify Report

From the Report management start page, click the appropriate report. Click Reports, then click Modify. In the Select Portfolio dialog box, click the appropriate Portfolio(s) you want to include in the report. Click Next to maintain or change the report parameters. Click Next again to maintain or change the notification. Click Next again to change or maintain the output options. Click Finish.

Delete Report

From the Report management start page, click the appropriate report. Click Reports, then click Delete, then click OK.