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Available/Selected Columns
| Applies to: | ||
|---|---|---|
| ✔ Dynamic | ✔ Client Portal | |
Choose the columns you want to appear on the report.
To add a column, in the Available columns list, click the column you want to add and then click 
.
To remove a column, in the Selected columns list, click the column you want to remove and then click 
.
To add all columns, click 
.
To remove all columns, click 
.
Use the 
and 
buttons to arrange the columns on the report.
The exact columns available will vary by report. The available columns include custom fields for accounts, groups, Households, and securities. For more information about custom fields, see Custom Fields for Accounts, Groups, Households, and Securities.
When you rename a column, be aware that:
There is a risk of creating duplicate field names. This will result in columns named the same thing on a report.
Select the Use default check box to return the formatted name to the original default.
Follow firm naming conventions for consistency.
To edit a column name:
Add the desired column to the Selected columns list.
Click the column name.
Under Formatted name, clear the Use default check box.
Type in the custom name for the column.
Click Save to save all edits to the report settings.
On dynamic reports, you can edit the name of each column to adhere to your firm's naming conventions.
Functionality is the same in PDF reports.
When you add a column in PDF reports, you can customize details of the column display, including the name displayed. For more information, see Edit Column Details.
Performance Reports
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Holdings Reports
Transaction Reports
Trading Reports
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For more information about editing header names, see Customize the Name of Column Headings for PDF Reports.
For more information about setting column width, see Set Column Widths for PDF Reports.
For more information on views, see Using Page Views.