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Show Detailed Performance

Contents

How Show Detailed Performance Works

On the Account Performance PDF report section, the line chart, bar chart, and table are all generated as separate pages. You can choose to include or exclude each section individually. Show detailed performance allows you to include or exclude the detailed performance table, and to customize what that table displays when included.

In Dynamic Reports

This setting is only available for the PDF Account Performance report.

In PDF Reports

In the Account Performance PDF report section, you can choose to show or hide the performance table.

In the PDF report detailed performance table, columns available are weight, description, and value.

When using this setting in PDF reports, the following settings appear:

• Group by/Then by

• Show Subtotals

• Date period

• Use inception date

• Show Return or Net Investment Gain

• Within each group, show

• Available/selected columns

• Combine group positions

• Include benchmarks

• Include Allocation Weighted Benchmark By

• Partial returns

• Show actual return dates

You can choose:

• Selected. This report included only the bar and line charts in the Account Performance PDF section.

  

• Cleared. The detailed performance table is included as a separate page or pages in the report.

  

Reports With This Setting

• Account Performance

Related Settings

For more information about setting up how charts look in dynamic reports, see Site Themes. For more information about setting up PDF template themes, see Understanding PDF Themes.

The following settings are related:

• Show Line Chart

• Show Bar Chart