How Filter By Works

Applies to:
✔ Dynamic	✔ PDF	✔ Client Portal	✔ Report Studio

This setting allows you to filter the assets displayed by category. You might do this if you want to evaluate only a certain category of assets—for example, if you want to look at only equities held in a group.

When you filter by category, only assets meeting the filter criteria are displayed.

Filter by and Group by categories cannot be the same. For example, if you set Group by to Asset Class, and then you also set Filter by to Asset Class, Group by will be reset to Account.

In Dynamic Reports

To show all assets without filtering by category, set Filter by to <None>.

In this example, the report is not filtered and all assets in the account or group selected are displayed.
To filter assets shown in the report by category, choose a category type from the list. A new list will appear where you can select the filter. You can only filter by one category at a time.

For example, with Filter by set to show only securities with an Asset Class of US Equities,the assets are filtered to show only securities that are US equities.

In PDF Reports

Functionality in the Report Builder is the same as in PDF report templates and dynamic reports.

In Report Studio

Functionality is the same in Report Studio as in PDF report templates and dynamic reports.

Contents

How Filter By Works

In Dynamic Reports

In PDF Reports

In Report Studio

Reports With This Setting

Related Settings