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Include ___ Categories/Accounts

Use this setting when you select Show category/account returns to control what how many categories or accounts are included in the Account Performance report line or bar chart. You can choose All or any value from 1 to 20. Charts include groups and group benchmarks, direct member accounts and benchmarks, categories and category benchmarks, allocation weighted benchmarks, and indexes.

When you designate a specific number of accounts or categories to show, categories or accounts will be included based on their sort order. For more information about sorting accounts in groups, see Sort Group Members For Reporting. For more information about category sort order, see Change the Order That Category Types or Categories Appear on Reports.

Defaults and Maximums

Defaults and maximum values are the following:

Benchmarks do not count towards the total. For example, if you choose to show 5 categories and each category has an assigned benchmark, you could see up to 10 returns.

Limitations

When you include accounts, only direct member accounts or groups are included. Direct member groups are displayed as one line or bar.

You won't see Include ___ categories/accounts if:

Note

Examples show the dynamic Account Performance report, but functionality works the same for PDF report section and PDF Dashboard section.

Include ____ Categories

Use this setting to set how many categories you see when you show category returns on the Account Performance report.

Tamarac displays the selected number of categories based on the category sort order, with the category and, if included, its benchmark adjacent to each other. For example, if you choose to display five categories, the report displays the first five categories in the category order. Each category and its benchmark appear next to each other on the charts.

Include ____ Accounts

Use this setting to set how many accounts you see when you show account returns on the Account Performance report.

Tamarac displays the selected number of accounts based on their Sort Group Members For Reporting order. For example, if the group has 10 accounts and you choose to display five accounts on the report, you'll see the first five accounts in the Sort Group Members for Reporting list. Each direct member account and its benchmark appear next to each other on the charts.

For more information about the Account Performance report, see Account Performance report.

For more information about running reports, see The Basics of Working With Reports and Understanding PDF Reports.