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Accounts Per Page

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How Accounts Per Page Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

 

How Accounts Per Page Works

Applies to:
✔ Dynamic PDF ✔ Client Portal

This setting allows you to set how many records are displayed per page of the report.

To navigate between report pages:

In Dynamic Reports

Select from the list the number of records per page you want to display. Reports can display the following number of records per page:

In PDF Reports

This setting is not available for PDF reports.

Reports With This Setting

Holdings Reports