How Show Performance For Account or Index Only Works

Applies to:
✔ Dynamic	✔ PDF	✔ Client Portal

This setting allows you to choose whether you want to show an account or group's performance, or just the performance for an index or indexes. This setting allows you to also compare accounts against benchmarks and indexes, among other options.

The Index Only setting allows you to essentially create your own market reports, displaying whatever slice of the market you want to provide market context in client reports.

In Dynamic Reports

To see the account or group's performance, with or without an index added for comparison, choose Account.
To see only the selected index or indexes without an account for comparison, choose Index only.

Show Performance For: Account

When you select the Account option on the Account Performance report, the following settings appear:

For each section of the report, the report displays the performance of the account or group, direct member accounts or categories, and any benchmarks or indexes added.

Line chart

Bar Chart

Table

All report view column and date period settings are used.

Show Performance For: Index Only

When you select the Index only option on the Account Performance report, the following settings appear:

Annualize returns
Show returns or investment gain for
Show line chart
Show Returns As (Percentage or Dollar)
Show bar chart
Include indexes. When selected, you must assign at least one index.

For each section of the report, the report displays only performance for indexes added.

Line chart

Bar Chart

Table

In PDF Reports

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

Show Performance For: Account

When you select the Account option on the Account Performance PDF report, you configure which sections the report includes: a detailed table, a line chart, or a bar chart. Each section has its own settings configurations.

For more information on settings and options for each section, see:

For each section of the report, the account performance and performance of any indexes added are displayed.