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The Batch Reporting feature allows users to produce a series
of reports for a selected list of portfolios. For instance,
users can customize batch reporting by using the various Report
Setup Options to print a series of reports at the end of each
month, each quarter or year. Users can define which portfolios
to include, and what reports, for specific time periods. Provided
in PRK are these pre-defined reporting sets:
- All Activity Dates: available for all reports and details
transaction activity since inception.
- Year-End Tax Filing: available for the Income Received,
Sold Securities, and Transaction Activity. Users can filter
the transaction activity using a pre-defined or a custom
date range.
- Before You Sell: available for all reports, but defaults
with the Appraisal, Portfolio Diversification, Security
Basis, and Sold Securities selected. Includes all activity
since inception.
- Before You Buy: available for all reports, but defaults
with the Appraisal and Portfolio Diversification selected.
Includes all activity since inception.
- Diversification Reports: defaults with the Portfolio,
Mutual Funds, Stock Industry and Stock Size Diversification
reports selected. Includes all activity since inception.
- As of Date: available for all reports that use as-of-date
pricing. Defaults with the Appraisal, Portfolio Diversification,
Portfolio Performance, and Portfolio Summary selected. Includes
all activity since inception to the as-of-date.
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