SET UP PORTFOLIO ANALYST DELIVERY SETTINGS
You can set your preferred method of delivery for pre-configured (default) PortfolioAnalyst reports and your custom PortfolioAnalyst reports that have a time period of MTD, YTD or Since Inception:
- Log in to Client Portal
- Click the Performance & Reports menu followed by Reports under PortfolioAnalyst
- The Reports Delivery panel will display all of the reports that you have configured for delivery
- Click the Configure (gear) icon in the Reports Delivery title bar
- The Configure Delivery Settings configure screen will open
- Check the box next to each pre-configured and saved custom report that you want to configure for delivery
- In the Delivery Method drop-down, select your preferred delivery method
- Click CONTINUE
- Review your delivery configuration, and then click CONTINUE
- Click Ok
Please Note
- It is not possible to change the frequency of delivery of an existing report. Instead, you can create a custom report and define the desired frequency of delivery. See: How do I create a custom PortfolioAnalyst report?
- Delivery via sFTP can be selected once it is enabled upon request to Client Services. See: How can I enable sFTP delivery for my PortfolioAnalyst reports?
- Encryption can be activated once it is enabled upon request to Client Services. See: How can I enable encryption for my PortfolioAnalyst reports?
Additional Information
- Configure Reports for Delivery in the PortfolioAnalyst Users' Guide.