Free Axys report
Group Build Report
The standard Group/Sort with one addition: it can build a complement group of every portfolio that does not meet your criteria. For example, if you build a group of portfolios that started after 4/1/2000, the complement group holds all the others.
- Runs on
- Axys
- Category
- Cross references, groups, and labels
- 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 version and configuration.
- Sort an existing group
- Create a new group with optional sort
- Write group
Where it fits
Cross references, groups, and labels in Axys
Utilities like this one answer questions the standard reports do not: who holds a security, which labels are set, and which accounts belong in a group.
This version is written for Axys.
Getting the report
Free for Axys 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 cross references, groups, and labels reports
- Axys and APXBuy Allocation ReportAn update to the standard buy allocation report that can print the portfolio code at the left of the page or substitute a custom portfolio label.
- Axys and APXClosed Client Report with Market ValueA variation of the Axys Closed Client report that can show each client's market value as of the close date or the day before it.
- AxysGroup Cross ReferenceShows the clients that hold a security on a given date and can build a group from the results.
- AxysGroup Tree Report, Excluding Closed AccountsA variation of the standard Axys Group Tree report that can exclude closed accounts.
- Axys and APXLabel DefinitionsDisplays a specified label in portfolio and performance history data.
- AxysMonthly Purchases and Sales with Optional Portfolio TurnoverShows purchase and sale totals for each month in a date range, for one asset class or the whole portfolio, and can calculate portfolio turnover.
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.
