This series of tips describe how to build your Reporting package. Although each PDF includes a link to a video, those links will not work as the platform they were created under is no longer supported.
| Topic | Tip Sheet |
| Introduction to Building your Reporting Package | 2 pages |
| Creating a Cover Page Disclosure | 3 pages |
| Creating Report Settings | 4 pages |
| Applying Report Settings | 2 pages |
| Creating Custom Benchmarks | 5 pages |
| Setting Reporting Benchmarks | 6 pages |
| Review Report Options | 2 pages |
| Creating a Batch Template | 3 pages |
| Creating a Batch Schedule | 5 pages |
| Report Output Methods | 4 pages |
| Understanding Return Percentages | 2 pages |
| Using the Global Return Summary | 2 pages |
| Using TWR Diagnostic Report | 4 pages |
| Using IRR Diagnostic Report | 3 pages |