Hi Mark,
I have large portfolio hierarchy structure. How can I print the hierarchical tree with all sub-porfolios open?
Thanks
Nebfinfm
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How to print portfolio hierarchy tree?
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• Page 1 of 1
Hi Nebfinfm,
You can't print the Portfolio Editor display (other than a screen shot). You could however, create a simple report, like a Portfolio Value report, and set it to sub-total by sub-portfolio and list by nothing. Run the report at your top-most sub-portfolio. This will give you a hierarchy printout of just your sub-portfolios.
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