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Show Values For
| Applies to: | ||
|---|---|---|
| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to choose a date period to use for performance calculations in the various sections of the Account Analytics report. Each section can have its own date periods independent of the other sections.
For ease of use, we suggest that you make sure that the Show Values For date period corresponds with one of the date periods on the rest of the Account Analytics report.
Depending on the report, you can add one or more date periods using Show values for.
You will often see this setting combined with use the date as title.
For example, with Show values for set to Inception to Date, the chart displays a return based on inception to date.
On some tables, you can set Show values for set to different date periods. Tamarac typically displays each date period as a separate column, with the date period name as the column header. You can also choose to use the date as title.
This setting is not available for PDF reports.
For more information for creating date periods, see Dates and Date Periods.
The following settings are related to this option: