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To create a Financial Profile Report:
Select the
customer. How? Select the
Financial Analysis tab.
The Financials screen appears. To export Portfolio
data along with the statements, select the portfolio from the Portfolio
list and a quarter from the Quarter list. Select the
check boxes in the rows for the most current financial statement you want
to include in the report. The report will include the two prior statement
for the statement you select. If you select an interim statement, the
two prior interim statements are included; if you select an annual statement,
the two prior annual statements are included. Click Financial
Profile.
A new browser screen displays the Financial Profile Report in an Excel
format.
Using the spreadsheet application, you can manipulate
the data, print the data as a financial profile report, and save the spreadsheet
to your hard drive.
When you are
done, close the spreadsheet browser screen. |
