Generating a New Securities Report
Intro
The “New Securities Report” page allows you to search the system to identify new securities in a given security library for a specified account period (i.e., securities that have never been held by the library used by the specified fund(s) for an account period prior to the one being viewed).
You can export the report to a file of Excel (XLS), PDF or Word (DOC) format for review and distribution.
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 New Securities Report Page (ArcFiling)”
- “Open New Securities Report Page (ArcReporting)”