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Include Days With No Flows

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How Include Days With No Flows Works

In Dynamic Reports

Reports With This Setting

Related Settings

 

How Include Days With No Flows Works

Applies to:
✔ Dynamic PDF

Client Portal

By default, the report displays only days with flows. However, if you want a bigger picture of all the performance activity for all days in the designated period, or if you're looking for a performance anomaly that may have occurred on a day without a flow, you can choose to show all the days in the period.

For example, an advisor is reviewing the Account Performance report and notices an account with an unexpected spike in the return. To drill further into when this occurred, the advisor chooses to see all days in the period, but uses Net return threshold to filter for returns matching the unexpected value.

In Dynamic Reports

Reports With This Setting

Related Settings

The following setting interacts with this setting: