How do I access the Portfolio Summary Report?

Step 1. To show a summary report you will select the My Studies icon.

Step 2. Expand your portfolios by selecting the triangle next to the word Portfolios.

Step 3. You will see four icons in the first Actions column next to each of your portfolios. Select the fourth icon.

steps to access the portfolio summary report

Your Summary Report will show in a new browser tab. If you would like to save it as a PDF, select the PDF icon on the far right of that second screen.

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