Trading Reports

The trading account reporting screen can be used to obtain a report of a particular account for a specified period.

To display an account report, simply :
1) Tap the account drop list and select the desired account.

2) Tap the period drop list and select the period. This will automatically modify the date range fields.

3) Tap and edit the start / end date fields if required.

4) Tap the View button to display the report, or tap HTML to create an HTML report. In the case of an HTML report you will be prompted as to whether Internet Explorer should be opened. The name of this report will be created in the installation folder and will be called portacct.htm

NOTE: If reporting to HTML, you may need to press the refresh button when Internet Explorer opens if an old report is already displaying.