Portfolio Deltas

 

Portfolio Deltas 

With  the menue Reporting > Standard > Portfolio Deltas you can arrange all bought and sold objects of an choosen period on different limitations.

With the button: Query you get a result in table style. It is advisable to choose the option: Export in the background when you have long reports, complex calculations or when your system uses a VPN or goes through a firewall.

With the button: Query you start the report, during this you can see on the top right of your screen a message that the enginge works on the report. Additional you can choose the option: Notification with e-mail (if not you just see on the top right a small popup, with the announcement of the generating report). In this case you have to configure in an e-mail address. For security reasons the compiled tables will remain for by default one month in the system.

With the button: Back you get a form which you need to limit query-filters or reset the fields on a default value.

Portfolio deltas

With the button: Query you get as the result an output of all bought and sold objects of the desired period.

Yet you have another question leave it on this site for the metamagix-support-team.