Open report

To open a report, e.g. "Report asset overview", proceed as follows:

1. Select "Securities account objects" in the Quick Search and search for the holder or portfolio to be opened.
2. Open its workspace by double-clicking on the owner or the portfolio in the search result.
   If the owner is visible in the Explorer, you can of course also double-click on the desired owner in the Explorer.
3. In the workspace, switch to the "Reporting", "Assets" worksheet and then to "Assets overview".
   If you have customized your workspaces, switch to the corresponding worksheet.

To open a report, as with other templates, you can also use the OPEN WITH TEMPLATE... command in the context menu of the owner or portfolio in the Explorer.

In all cases, the report opens in the work area for this object (owner, portfolio).