Back|
Back |
|
Category Type Settings
The Category Types page allows you to create and edit category types and the categories contained within each type. For more information about category types and categories, see Security Categories.
Category type and category organization allows you to report on more finely granular details of holdings. On various reports, you can report category performance, compare categories with benchmarks, and more.
The following settings are available under the Category Types page.
The following settings are available under the Categories dialog. You'll see this dialog when you click Edit Categories for a specific category type.
