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Edit Row Details
Applies to: | ||
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Dynamic | Client Portal |
This PDF report setting allows you to customize the name of the row displayed on the report. It doesn't change the data source, but allows you to name rows according to your firm's terminology.
This functionality is not available in dynamic reports.
On PDF reports, when you add rows, the following setting is available:
To edit a row name in a PDF report:
Add the desired row to the Selected rows list.
Double-click the row name.
In Edit Column Details, type the desired name in the Display as field.
Click Change.
For more information, see Customize the Name of Column Headings for PDF Reports.
Performance Reports
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.