How do I see a PortfolioAnalyst report submitted for batch processing?

Q: How do I see a PortfolioAnalyst report submitted for batch processing?

VIEW REPORTS SUBMITTED FOR BATCH PROCESSING You can view the status of reports queued for batch processing in Client Portal: Log in to Client Portal Click the Performance & Reports menu followed by PortfolioAnalyst then Reports If there are any reports that have been submitted for batch processing, they will be displayed in the Batch Reports panel Any report with a status of "Completed" can be viewed and/or downloaded immediately. Click the Run icon to view an HTML or PDF report or download a PDF report or Flex Query If a batch report has a status of "Failed", try running the report again. Additional Information Batch Reports in the PortfolioAnalyst Users' Guide.

Question

Accepted Answer

VIEW REPORTS SUBMITTED FOR BATCH PROCESSING

You can view the status of reports queued for batch processing in Client Portal:

Log in to Client Portal
Click the Performance & Reports menu followed by PortfolioAnalyst then Reports
If there are any reports that have been submitted for batch processing, they will be displayed in the Batch Reports panel
Any report with a status of "Completed" can be viewed and/or downloaded immediately. Click the Run icon to view an HTML or PDF report or download a PDF report or Flex Query
If a batch report has a status of "Failed", try running the report again.

Additional Information

Batch Reports in the PortfolioAnalyst Users' Guide.