Model Consolidation
Instructions
The report generation interface will have a new model selection section. Rather than accounts, the report will reflect the model(s) selected.
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Select the Reports button in the top right corner of the PortfolioAnalyst page.
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Select to run either a Default Report or a Custom Report.
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Select the Account Consolidation
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Consolidate Selected Accounts into Single Report
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Generate an Individual Report for Each Selected Account
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Select Run.