Does anyone know the correct Syntax for the Portfolio ICR collumn

aish.karanjai.1

Hi guys,

I'm building a switch ROA template in Xmerge, does anyone knwo what the correct syntax is to get the ICR collumn to show?

Currently using the following code which is giving me a nice table with current, proposed and change but no ICR data.

<:=$client.DoReport.ips.proposal_rv_00470(portfolios='CX', date='Today', exclude_subfunds='on', sort='code', group='Portfolio,Account,Security Type,Product', table_format='AdvOne'):>

Any help is appreciated.

malcolm.lin

Hi @aish.karanjai.1

Thanks for attempting the switch ROA template in Xmerge at your end
I understand you are looking at getting ICR syntax
From the syntax provided, it is a one liner syntax that is unique at your end

<:=$client.DoReport.ips.proposal_rv_00470(portfolios='CX', date='Today', exclude_subfunds='on', sort='code', group='Portfolio,Account,Security Type,Product', table_format='AdvOne'):>

Assume you are using the above syntax and want the ICR to come out, it will be best if you are replicate the report and amend the report via report builder to add ICR into the report itself

Another method is to create a IPS breakdown report to add the ICR into the report, however it will be take certain time and effort.

Do feel free to raise for Xmerge related assistance via Xmerge connect in the IRESS connect tile

Best regards

Malcolm