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Report Security Groups as a Single Line Item

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How Report Security Groups as a Single Line Item Works

This setting allows you to choose how to display security groups on the report. You can either view security groups at the group level or you can view them in a detailed breakout.

In Dynamic Reports

• To view security groups a the group level, select Report security groups as a single line item.

  In this example, Amazon (AMZN) and Apple (AAPL) were added to the security group "All Legacy Holdings." The selected check box combines those securities into one line item.

• To view a detailed breakout of the security groups, clear Report security groups as a single line item.

  In this example, Amazon (AMZN) and Apple (AAPL) were added to the security group "All Legacy Holdings." The cleared check box shows each security as its own line item.

  

In PDF Reports

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

In this example, with Report security groups as a single line item selected, AD Bultemeier (ADB) and Apple (AAPL) were added to the security group "_Security Group 1." The selected check box combines those securities into one line item.

When Report security groups as a single line item is cleared, AD Bultemeier (ADB) and Apple (AAPL) were added to the security group "_Security Group 1." The cleared check box shows each security as its own line item.

Reports With This Setting

Holdings Reports

Transaction Reports

Related Settings

For more information about security groups, see Maintaining Accounts: The Security Groups Panel.

The following setting is related:

• Report SMAs as a Single Line Item