Reports - Introduction

Stock Investor’s reports have been designed to output your trading data in a convenient and easy to understand printed format.

Reports give you a paper-based backup of your trading activity, and are helpful in the preparation of financial returns.

They will also give you a good measure of your financial efficiency and allow you to monitor your trading.

Creating Reports

Open the Reports selection dialog box by clicking the Portfolio Reports command from the Portfolios drop-down menu on the Stock Investor toolbar:

The Reports dialog box contains a list of all the Stock Investor report templates:

The reports are predefined for the software and are arranged in alphabetical order.

Each type of report has a slightly different dialog box in which you select the range of data and items to be included in report. When you are satisfied with the content of the report, click OK.

Reports Preview Screen Function Bar

Settings	Click here to reopen the Settings dialog box. The settings you previously made will be displayed. Change the data selections to alter the report.
Refresh	After changes have been made in the Settings dialog box, click Refresh to recreate the report using the new settings.
Zoom In / Out	Change the magnification of the current print preview.
Print Settings	The print settings of your current default printer. You must have a printer installed for the report function to operate, see below.
Print	Click to Print the report.
Page Back / Forward	Scroll through multi-page reports.

Printing Reports

Click the Print icon in the toolbar to print the report on your default printer.

You can adjust the print settings, or select another printer (or Adobe Acrobat distiller), from the Print Setting Dialog box.

Note - You must have at least one printer installed before you attempt to use this function. The reporting system takes its formatting data from your printer’s setup system, and the printer needs to be installed before it can successfully do this.