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Include Total Column

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How Include Total Column Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

 

How Include Total Column Works

Applies to:
✔ Dynamic ✔ PDF ✔ Client Portal

This setting allows you to include or exclude the Total column on the Summary by Category report. The Total column sums the values reported in the row, providing an account or group total for the row. For returns, the account's return for the period is reported.

This column is included in the report by default. Totals always appear in the farthest right column.

Benchmarks and the Total Column

When you show a benchmark in the Summary by Category report, the percentage return displayed in the Total column comes from the first benchmark assigned to the account. For more information on account benchmarks, see Benchmarks.

In Dynamic Reports

In PDF Reports

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

important

The PDF template version of this report displays six total columns, including any columns you add, such as Total, Unassigned, and Always include columns. What this means:

Reports With This Setting

Performance Reports