Free APX report
Group Tree Report, Excluding Closed Accounts
A variation of the standard APX Group Tree report that can exclude closed accounts.
- Runs on
- APX
- 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 APX version and configuration.
- Hide closed accounts
Where it fits
Cross references, groups, and labels in APX
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 APX. A Axys version is also in the library.
Getting the report
Free for 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 cross references, groups, and labels reports
- APXAdvanced Label ScannerLists your portfolios and the values of the labels you specify.
- 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.
- Axys and APXLabel DefinitionsDisplays a specified label in portfolio and performance history data.
- APXTwo-Date Security Cross Reference, Unadjusted Beginning BalanceEnter a group code, a security type and symbol, and two dates to list every portfolio that held the security at any time in the range.
- AxysGroup Build ReportThe standard Group/Sort with one addition: it can build a complement group of every portfolio that does not meet your criteria.
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.
