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How Edit Row Details Works In Dynamic Reports In PDF Reports Display As Reports With This Setting Related Settings

 

How Edit Row Details Works

Applies to:
Dynamic	✔ PDF	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.

In Dynamic Reports

This functionality is not available in dynamic reports.

In PDF Reports

On PDF reports, when you add rows, the following setting is available:

Display As

To edit a row name in a PDF report:

1. Add the desired row to the Selected rows list.

2. Double-click the row name.

3. In Edit Column Details, type the desired name in the Display as field.

4. Click Change.

For more information, see Customize the Name of Column Headings for PDF Reports.

Reports With This Setting

Performance Reports

Account Analytics

Summary by Category

Related Settings

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.