The portfolio may be re-viewed in the Summary layout by selecting 'Summary' as the view type from the drop-down list and the bottom-right of the list and pressing the 'Re-View' button. The portfolio summary view shows bar graphs for the maturity distribution and monthly income of the portfolio. Charts detailing the security type breakdown percentages, the credit quality breakdown percentages, and other aggregate values are displayed on this report. Click Here for Automated Tutorial |