Enhanced Reports - Archive

Click the Archives link
Click the Archive Portfolio Holdings Reports link to archive a portfolio holdings report
From the Begin Date drop down menu, select the beginning date for your report. This drop down is populated with Tracker Calculation dates that are filtered to display month ending dates only.
Click the Create Archive button
A record of the new archived report will now be displayed in the Available Archives grid.
Click the View link to display a specific archived report. Click the Delete link to delete an archived report.