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Percentage Amount Precision
| Applies to: | ||
|---|---|---|
| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to choose how many decimal places you want displayed for percentage values in the report. You can choose to set this option to whatever matches your firm's standards and what fits in your report templates. Often firms will set dollars to 0 or 2 decimal places, since many reports focus on trends rather than on exact dollar amounts, while returns are reported as determined appropriate by the firm.
You can choose to show the following number of decimals displayed for percentage values:
For example, if you set Percentage amount precision to 0 decimal places, you see percentage values rounded to the nearest 1%:
If you set Percentage amount precision to 6 decimal places, you see percentage values reported to 6 decimal places:
To adjust the dollar or percentage amount precision in PDF reports, see Override Theme Dollar and Percentage Precision.
The following settings are related: