 |
Account: Drop-down box includes all accounts linked to user and select any account within this list to view. |
 |
Year: The options within this field will correspond to the length of the time an account has been opened. For example, if an account was opened in 2000, the user will be able to select any year between 2000 and the current year. |
 |
Date range: Users may select from a range of dates within the calendar year selected. Options include by month, by quarter, or last business day. Intraday reporting is not available via Portfolio Reports. |
 |
Reports: Select the report you would like to view. There are many reporting options available, but if you are looking for a report that is not available to you, please contact your investment team to request the information. There is a very good chance there is a report we can add that suits your needs. |
 |
View & Excel Export: Selecting View opens the report, per the user specifications, within an HTML page. Selecting Excel Export opens the report within Excel. If you like to view the same report at various points in the year, William Blair & Company recommends downloading the report into Excel and saving the various reports into a file on your personal computer. |