Free Axys and APX report
Find Up to Five Labels
A variation of the standard Find report that searches cli files for up to five custom labels.
- Runs on
- Axys and APX
- Category
- Portfolio maintenance
- Updated in Portal+
- November 2025
- Cost
- Free with registration
When you run it
What the report asks for
These settings come from the report's dialog box. Options can vary with your Axys and APX version and configuration.
- Portfolio or group
- Skip closed portfolios
- Up to five labels to find
- Search client files, performance files, or both
Where it fits
Portfolio maintenance in Axys and APX
These reports handle routine account maintenance that would otherwise mean manual trade blotter entries or exporting data to a spreadsheet.
This report runs on both Axys and APX.
Getting the report
Free for Axys and APX users, through Portal+.
- 01
Register
Complete the free registration form with your firm and the portfolio system you use.
- 02
CSSI confirms your account
CSSI reviews the request and sends what you need to sign in to Portal+.
- 03
Download and install
Download the report from the Web Reports page in Portal+, which includes installation instructions for Axys and APX.
Each version runs through the end of the calendar year. Download the current version from Portal+ each January.
Axys and APX environments vary. Test the output with your own data before using the report in a production workflow.
Related reports
More portfolio maintenance reports
- APXCli Count ReportEnter an unconsolidated group code such as @manager to list and count every cli in the group, including cli inside nested consolidated groups.
- AxysComposite Group Listing ReportEnter a single composite (&cmp) or a group of composites (@cmpgroup) to list every member with its entry and exit dates.
- APXComposite Validation ReportEnter a client group, such as all fee-paying discretionary clients, and a group of all composites (@cmpgroup).
- AxysCreate Mail Merge FileSimilar to the Portfolio Register with Address report, with an option to write a comma-delimited file for mail merge.
- APXPortfolio DatesShows each portfolio's start date, first and most recent transactions, and close date where relevant.
- AxysTermination ReportPrints a management style appraisal for the portfolio or group and creates a trade blotter to long-out every asset.
Need something different?
Get a version built around your firm's data.
CSSI's consulting team handles report development for Axys and APX, from modifying a Replang report to building SSRS report packages.
