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Column Display
| Applies to: | ||
|---|---|---|
| ✔ Dynamic |
✔ Client Portal |
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Use this setting to control what data the columns on the Net Worth report display. The report displays one of the following:
The dates you've selected for the report. Display date columns to show overall net worth and compare total net worth changes over time. When you choose Dates, the report displays up to five date columns with account values on each of those dates.
The account owners. Display account owners if you want to emphasize which clients own which assets or liabilities. When you choose Account Owners, the report displays the values organized by account owners on one specific date.
You can choose:
Dates. Set Column Display to Dates to see a value for each date. This is the default.
Account Owners. Set Column Display to Account Owners to see a value for each account on one date based on account ownership. The Primary Owner for the asset is displayed as the account owners.
For more information about assets and liabilities, see Assets and Liabilities.
For information about linking outside assets and liabilities, see Yodlee Integration.