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SPEAKER: Recording
in U.S. Bank Pivot

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contains a predefined
suite of reports

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to help streamline
your daily tasks.

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Reports include
account information,

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transaction activity, holdings
detail, tax lot details,

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gain and loss information,
and trade activity.

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The reports can be run on
demand or scheduled, customized,

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and shared within
your organization.

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To run a standard holdings
report, press Holdings.

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Select from the suite of
reports, enter your parameters,

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and press Run.

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The report is complete and
available for download.

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To customize your report,
expand Customize and Schedule.

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Select your report
and parameters.

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Next, press Choose
My Own Fields.

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Select or deselect
your preferred fields.

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You can use the magnifying glass
to search for a specific field.

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Now you may want to order
your information fields.

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Select Order Fields
and drag and drop

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the fields in the order
you would like the columns,

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or key in the number, and the
fields will automatically sort.

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Lastly, select
Schedule and Share

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and give your report a name.

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Press Save and Close.

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Pivot will save a copy of
your custom report table.

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You can run your customized
report at any time.

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The customized report you just
created can be made on demand,

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or you can set up a schedule.

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Press the gear icon
to add a schedule.

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Select Frequency
and Distribution.

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Send to Other
Recipients will allow

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you to send an exact copy of the
scheduled report to Pivot users

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within your organization.

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Your schedule has been shared.

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