Series evaluations with tables

In asset management, it is common practice to send monthly or quarterly reports to clients.
Your Infront Portfolio Manager offers you the option of evaluating and reporting on all holders (clients) of a group or portfolio filter one after the other. You can use the "Print tables" batch type to send tables directly to a printer via mail merge and print them out. Please read the section Set up and start mail merge for tables.

Templates to be exported can be saved as a batch export configuration and executed automatically. Batch exports can be executed manually on the local computer via the "Batch export" dialog box, via the command line or on the job server. Read all the details in the section Batch export.