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Click the View link to display a folder report. |
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Using the drop down menus, select the beginning and ending dates for your report |
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From the drop down menu, select the specific portfolio or group to be included in the report |
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Click the View Report button |
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The report will display if all required data is available in the archive. If not, an error message will be displayed |
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Use the Export to the desired format drop down and select PDF. Open and save the report to your hard drive. |