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the sterling risk and margin monitor offers the ability to create custom reports simply follow these steps to create your own custom report once logged in click on the reports tab to create a new custom report select custom report make sure to name your new custom report next select the parameters for your report for example you can choose to only show active accounts meeting the accounts that have a position or balance if you turn this off the report will then show all accounts you can also view by groupings showing accounts that are grouped if you dont have groups you can just leave as ungrouped additionally you can also look at information by symbols and can turn on the show symbols options if not the report will show the information aggregated by accounts then you can begin to choose the desired elements for your report you can choose from the list of calculated data elements that exist in the system for example lets say you want to build a report to look at your gross market val
