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UT - Japan Filter
MPS - MPS Crown
MPS - MPS Ethical Filter
MPS - MPS Sector 45 - 65% Growth
UT - North American Filter
PN - pension OCF 1.5
UT - Smaller Companies Uk Filter
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Custom Table
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Custom Portfolio Report Builder Options
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Report Title
Portfolio Name
Client
< Client List >
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Allison, Martyn
Baker, John
Baker, Mr Keith
Baker, Mr Andrew
Barnes, Mr Barry
Batchelor, John
Broomfield, Darren
Brown, Joseph
Cardo, Mr Matt
Clayton, Miss Cindy
Colins, Graham
Davies, Mr Malcolm
Eve Normie
Fletcher, Mr Dominic
Ford, Mr Rodney
Frost, Mr Dennis
Glaze, Miss Louise
Hall, Mrs Hannah
Holland, Mr Justin
Holmes, Sherlock
Hughes, Mr Ryan
Hunt, Mr Paul
Jennings, Mr David
Langdell, Mr Andrew
Lester, Mr Thomas
Loose, Mr Simon
Lowe, Mr Edward
May, Miss Holly
Mcdermott, Sean
Mr Baker, Keith
Mrs Baker, Barbara
mrs test, mrs test
newham, maggie
PFS
Scholes, David
Slater, John
Smith, Mr David
test, the
test 2, mr
test 5, mr
< Client List >
Advisor
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Portfolios own benchmark
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TR & NAV
Price, TR & Gross Return
Price, TR & NAV
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Generate Report
Once you have a set a default custom layout, it will appear under the Reports > Custom Table section as the default.
By selecting a default saving option, this selection will be applied for all future saving operations throughout Analytics. You can still override this setting within the Save dialog, should you wish to.
The default benchmark will be used for all new portfolios within the Portfolio Builder.
The default portfolio currency can be set, and the changes will be applied for all portfolios created after adjusting the default.
A Custom Portfolio Report template can be set as the default. The default report will always appear as the selected option under Reports > Custom Portfolio Report Builder. Note: once a default Custom Portfolio Report has been selected, the option to make it the default Scan will become available under the Portfolio Scan section of User Preferences.
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By changing the default scan selection, the active list link (shown below) will automatically produce a scan of the selected type.