Viewing the Custom Consolidation Report

The Custom Consolidation window displays, for accounts that you select, individual account returns and aggregate returns for up to five time periods.

You can change the time periods displayed on the Custom Consolidation Filter page. You can change the accounts displayed by selecting different accounts in the Policy Tree.

To change data displayed on this page:

Select an alternate value from any of the available drop-down lists.
OR
Click the Filter link and make your changes there.

Note:

Changes made on the report page are effective only during the current session. To save parameter changes beyond the current session: click the Filter link, make changes on the Filter page, then click Save as Default.

Fundamentals updates the page based on your selection.

Parameter	Default	Options
Reference Date	Filter	Select a different reference date from the drop-down list or on the Filter page.
Time Period	Filter	Select a different time period on the Filter page.
Asset Class	Filter	Select a different asset class from the drop-down list or on the Filter page.

To use the links above results window:

Click the Export link to send report data to another software tool.
Click the Filter link to change report parameters.
Click this Help link to read information specific to the page you are on.
Click the View Messages link to see details about missing data in this report. This link appears only if some of the data you request is not available.

To get to the Custom Consolidation page:

On the Policy Tree page, select two or more accounts.
Click either Returns in the top banner.
Click Custom Consolidation.

Related FAQs

Fundamentals Overview

Defining a Filter