Custom Hierarchy Reporting

Enables to create a Fund Breakdown, available in many reporting screens, to group the portfolio according to the users needs.

How the functionality is used

1. Open System Management - Custom Hierarchy reporting

2. Create Alternative Hierarchies with “Add” button on top level

3. Move member with Drag’n’drop

4. Delete Hierarchies if required

The “Custom Reporting” does take also inactive funds into the account, it is the only exception in LP PM.