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Left Side Bar:
Report Groups
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Reports can be viewed for individual portfolios or for groups of portfolios. Users must set up their group or groups prior to displaying a group report. |
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To set up a group, select the Report Groups tab located on the side toolbar of the Tracker homepage |
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A list of the existing portfolios will be displayed. To add a new group, click the Add link |
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To edit an existing group, click the Edit link |
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To delete an existing group, click the Delete link |
