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When Expanding a Group, Show

Contents

How When Expanding a Group, Show Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How When Expanding a Group, Show Works

Applies to:
✔ Dynamic PDF ✔ Client Portal

This setting allows you to designate how granular your report gets by determining what data to display as sub-categories under the main Group by rows. You can choose to report on securities or accounts within the group, or to not expand groups.

To use this option, you must set you set Group by to anything other than Account. If Group by is set to Account, this option will not be available.

You can use this setting to create a basic group-level performance report that goes in your monthly statement, but then set the client portal performance report to go into details of performance for each account or security level.

In Dynamic Reports

You can choose the following options:

In PDF Reports

In PDF reports, this setting is called Within each group, show.

Reports With This Setting

Performance Reports

Related Settings

The following setting interacts with this option: