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Category Overrides

The Category Overrides page allows you to rename any category or benchmark for any individual account or group. Your changes will be shown only on that account or group's reports. For example, Client A may want their reports to display Equity, and Client B may want their reports to display Stocks for the same category.

The following options are available: 

• Category type: Choose the category type for the category you want to rename.

• Category: Choose the category you want to rename.

• Category Name Override: Type the name you want reports to show for this category.

• Benchmark Override: Select a benchmark override for this category, or leave the default.

Enable Category Overrides

If you would like this feature enabled, please contact Customer Support at 866.525.8811 and choose option 3.