Create a New Report

Before explaining the steps to create a new report, it is important to know how to see the reports that have already been created.  To do this, you'll need to log into the production site, go to Reports>Portfolio Explorer.

Then, the Category, Report Type and Dates must be selected.  You may drag these options over from the left hand column.

Then, you will see the data associated with this report.

Now, to create a new report, navigate to Admin>System Setup.

Under the Reports and Data section, click Report Formats. 

Then, click New.  

Next, assign a name to the Report Format and select OK.

There are different types of reports available in dropdown in the left hand column, so you may select which one to use in the new report.

After selecting the type of report, click on New Group, assign a title to the Group and click OK. 

Multiple groups may be added to the report and each group may have multiple accounts assigned to it. You may assign accounts to different groups by dragging and dropping them from the left hand column into the group.  When all the groups are created and the accounts selected, the new Report Format will be complete.  Click Save.

After that, navigate back to System Setup.

Then, click on Smart Format.

Next, click New.

You may name the Smart Format, and under Default, you may choose the report you just created and click Save.

Finally, navigate back to Reports>Portfolio Explorer to find the new report available and ready to use.