Contents - Index

Report: Portfolio by Customer

To provide a printed report of the active deals in the portfolio. This report is intended to show customer limits and over limits. Those customers over their cap. cost limits (as determined by the current asset balance) will be displayed with a *** at the end of the line. Search for *** to find these customers.

How to Run
This is run from Main Menu - - Reports. Deals that are active in the date range provided will be included.

How Sorted
Location number, account number, deal number. (Underlined sort fields cannot be overridden.)

Internal Name