How do I change the report type of the portfolio or convert my report to a PDF?

Created At: Jan 12, 2024 Last Updated: Jul 26, 2024

Once a portfolio has been completed, users may wish to print that portfolio. This can be done by clicking on the "Print Portfolio" button located on the right side button bar in the Modify Portfolio screen. This will bring up a separate window (shown above) where users can select their report type, sort method, file type, and print settings. When the settings have been changed and the "Print" button has been clicked, Appraise will ask users if they would like to save the new settings as the default print settings.

Changing the Printer

  1. Click on the "Change Printer" button. This will add up and down navigation arrows to the "Default Printer" text box.
  2. Click on the up or down arrows to navigate to the intended printer.

    To convert a file to PDF, select "Microsoft Print to PDF".

  3. When the intended printer/print setting is selected, click on the text in the "Default Printer" box. This will highlight the selection in blue and ensure that it is used. when "Print" is clicked."

"Report Type" can be changed to produce different valuation reports such as Distribution Reports or Gift Tax Valuations.

"Sort Method" can be changed to rearrange the securities in your portfolio based on the setting selected.

"Print Method" can be changed to produce an Excel spreadsheet of the valuation report.