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) Select the account list and select the desired account.

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

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

4) Select View from the soft-key MENU to display the report, or select HTML from the soft-key menu 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 select Refresh from the soft-key MENU when Internet Explorer opens if an old report is already displaying.