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.

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