Portfolio Progress Report contains a bar chart that shows the total value of the entity on a monthly/quarterly/yearly basis.
You have full control over the reporting frequency of the report and how many periods of progress you would like to see. With the Portfolio Progress Report, you can gauge just how well the entity is shaping up. The value in the report reflects the entity's total market value. This total market value amount can be reconciled further using the Investment Summary Report.
|Navigate to Reports from the Main toolbar on the left side|
|Further select the Reports section|
1. Search for Portfolio Progress using the Search Report bar. Alternatively, locate the Portfolio Progress under Investment Reports.
2. Add the Portfolio Progress to Report Pack by selecting the Add To Pack arrow.
3. To customise the reporting frequecy and the number of periods, click theicon
Within the Settings page, users can change the Period between Monthly, Quarterly and Yearly.
Maximum Number of Bars in Chart will define how many periods are displayed in the report. You can choose an amount up to 50.
4. Users have the option to preview it or download it as a PDF, Excel, or Word document. Select to remove the document.