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Synopses

Institutional account Master users (Advisor Masters, Broker Masters, Fund Investment Managers and Proprietary Trading Group Masters) can create and save synopses, which are text-based cover letters, and then assign them to PortfolioAnalyst reports.

Creating and Saving a Synopsis

You can create, save, edit or delete a synopsis from within PortfolioAnalyst.

To create and save a synopsis

  1. Click Reports > PortfolioAnalyst.
  2. Click CREATE REPORT or click the edit icon for any saved report.
  3. Click the Synopses tab. The Manage Synopses tab displays all of your previously saved synopses. From this tabbed page, you can view or edit an existing synopsis, delete a synopsis or create a new synopsis.

  1. Click CREATE SYNOPSIS.

  1. Enter the name of the synopsis in the Title field.
  2. Type the text of the synopsis in the Text area up to a maximum of 3000 characters.
  3. Click SAVE. Click CANCEL to cancel the operation.

You will now be able to assign this synopsis to a PortfolioAnalyst report.

Assigning a Synopsis to a Report

When you are creating a new PortfolioAnalyst report or editing an existing report AND you have selected multiple client, sub or linked accounts in the Account Selector, you can attach a synopsis (cover letter) to the report.

To assign a synopsis to a report

  1. Click Reports > PortfolioAnalyst.
  2. Click CREATE REPORT or click the edit icon for any saved report.
  3. If you are a Master account user responsible for client or sub accounts or you have multiple linked accounts, select one or more accounts in the Account Selector.
  4. Enter or edit the report settings as required.
  5. Click Assign Synopsis.
  6. In the Assign Synopsis dialog, select a previously-saved synopsis, select the accounts whose reports to which you want to attach the synopsis, then click Assign.

  1. Click Apply to apply your selections to the report.
  2. Finish entering or editing the PortfolioAnalyst report settings as required, then save the report.