The CAPS Custom Report Builder allows users to create their own reports in addition to the many preset ones available. These reports can display monthly, quarterly, annual, annualized or cumulative performance data for any time period for composites, portfolios and benchmark. Reports can be saved as Through Date reports or Date range reports. Users can also create and save Custom Groups in a separate function that may include composites, benchmarks and portfolios. These Custom Groups can then be used in conjunction with any saved Custom Report. The Custom reports can easily be exported to a spreadsheet or word processor document for editing.

 

©2005 CAPS, Inc. All rights reserved.