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Report Name
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| ✔ Dynamic | ✔ Client Portal | |
This setting allows you to designate a unique name for the report view you create.
Make sure your report names offer insight into what they show. Use the title to describe what the report shows. For example, instead of just Transactions, name the report Transactions - YTD Excl. MSFT or Transactions - Money Security Only, etc.
The name you type in this box will appear in the Report View list. All users who have viewing permissions see it.
In PDF templates, Report Name is replaced with Section Title.
In client portal reports, you have two fields for the report name: Name and Title.
The Title field is client-facing and appears in all capital letters at the top of the report page. The Title field does not have to be unique.
The Name field is not client-facing and can be used to add additional information that would be helpful to differentiate it from other reports used in your firm. The Name field must be unique. For example, let's say you have two versions of a performance report in your firm: one shows Net TWR and the other shows Gross TWR. You can use the Name field to differentiate them internally, but use the Title field to label them both Account Performance for client.
| Name on the Client Views Reports page |
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In the Select a Report or Page list, the report name is displayed as Account Performance - Gross TWR. |
| Name on the Client Portal |
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On the client portal, the same report is simply listed as Account Performance. |
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To learn more about report views, see Understanding Report Views.
