Managing Category Types
Intro
Category types are associated with portfolio statement categories utilized for financial reporting. You can create the types of categories you want to incorporate into your respective portfolio statement templates via the “Category Types” page.
Certain functionality in this application area requires you to have one or more specific user rights. For more information about any given right (i.e., what functionality it governs, etc.), please see the “Available User Rights” topic.
- “Open Category Types Page”