Siebel Applications Administration Guide > Managing Portfolios >

Printing a Portfolio Report

You can print the following reports for your portfolio plans:

• Portfolio Map
• Portfolio Plan
• Selected Unit Analysis

To print a portfolio report

1. Navigate to the screen you require.
2. On the Siebel application toolbar, click the Reports button, then select the report you require from the pop-up menu.
3. Click the Print button in the report window to print the report.

   NOTE:  To print any of the portfolio reports, navigate to the Accounts screen > Accounts List > Portfolio Management Process view. You can also print reports from particular subviews within the Portfolio Management Process view.