Title	Description
How To Create A Management Style Performance By Asset Class Report.	In this article, I`ll show you how to start with the standard Performance By Asset Class report and, in five easy steps, create a new management style version.
Modify Portfolio Group Sort	This article teaches you how to modify the PortfolioGroupSort utility to add the option of creating groups that DO NOT meet the given criteria.
How to Include More Than 9 Rows on Perhsum	This article describes how you can include more than 9 items on the standard Perhsum report (TWR for Multiple Time Periods report).
Creating an Assets Under Management by Sector report	In this article, you will learn how to modify the standard Assets Under Management report so that it displays a column for each sector.
How Do You Handle Balanced Funds	Suppose you determine that a client's optimal allocation is 50% US Equity, 15% International Equity, 15% Taxable Bonds, and 20% Municipal Bonds. Suppose further that the client currently holds a large number of balanced mutual funds. How do you classify these balanced mutual funds in your security file so that the client's current asset allocation is correctly reflected on Axys reports?
Getting the most out of your axys system	This article contains some tips that will help you configure things in such a way as to get maximum speed out of your Axys system.
Is Your Interface Data AIMR Compliant	Axys itself is AIMR complaint, meaning that it properly includes or excludes management fees from performance calculations. Before you begin the AIMR certification process, however, make sure that the interface data going into Axys is AIMR compliant. Look carefully at the transactions?
How to Add Portfolio Code to Axys Reports	Adding a portfolio code to an existing report is a very easy thing to do. This article walks you through the process of adding a portfolio code to the Assets Under Management report.
How To Exclude A Security From Billing	In this article, we will show you how to make some simple changes to the Fee Statement report. We will show you how to modify the fee statement with the appropriate code to exclude a security from billing.
How To Identify Missing Cost Information	Learn how to create a report to identify transactions with missing cost information.
How to Combine Reports into a Package - Free!	In this article, you will learn how to combine several Axys reports together into a single Axys report. Like all of the previous CSSI "how-to" articles, what I'm going to show you will involve a little bit of programming and scripting on your part. Unlike all of our previous articles, however, what I'm about to show you has nothing to do with Replang. So don't be afraid. I don't even need to start with the usual "start up your text editor and read on" phrase. This time, it's just "read on!"
Creating a Group of Composites	In this article, you`ll learn how to create an @cmpgroup containing all of your composites.
Solving the cli-prf-pbf Name Problem	In this article, you will learn how to detect differences in the Name fields in cli/grp files versus those in prf/pbf files.
Consolidated Groups in Composites	This article shows you how to work around the Axys restriction against putting consolidated groups in composites.
Locking Down Axys Files	This article contains some tips on how you can lock down Axys files to prevent accidental/inadvertent changes.