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Include Only

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How Include Only Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How Include Only Works

Applies to:
✔ Dynamic ✔ PDF

✔ Client Portal

This setting allows you to filter the holdings displayed by category, adding as many categories as desired. By default, Include only is set to <Everything> to display all holdings.

You might choose to use this option if you want to see only holdings within a certain category or categories, or if you want to exclude a legacy position from reporting.

In Dynamic Reports

In PDF Reports

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

Reports With This Setting

Holdings Reports

Related Settings

For more information about categories, see Security Categories.

The following setting interacts with this option: