Top or Bottom Securities

Owned by Tom Fahey (Unlicensed)
Last updated: Jul 25, 2023 by Jacob Mathews (Deactivated)
1 min read

You can create a report that displays the top N or bottom N securities based on any field in the report. You must have both the options apply this filter to the entire report and Recalculate rollups after filtering enabled. Note that the total level will always represent the entire portfolio and not just the top or bottom securities. See the following figure.