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Customize the Name of Column Headings for Reports and Pages

Contents

Introduction

You can easily customize your reports and page views by renaming column and row headings to match your firm's terminology and your clients' needs—for example, you could rename the Price column if you need to call the column Price in Dollars. This customization is possible for both PDF reports and dynamic reports.

The column labels are specific to each PDF template, dynamic report, or page view.

Customize PDF Column Heading or Row Names

To customize a column or row name, follow these steps:

1. On the Client Reporting menu, under PDF Settings, click Templates.

2. In the Select a template list, click the template you want to edit.

3. Click the name of the report section you want to edit.

4. Double-click the column/row in the Selected columns or Selected rows box, and then type the name you want shown on your reports (if a column or row displays in gray, it can't be edited).

5. Click Change.

Customize Dynamic Report Column Heading or Row Names

To customize a column or row name, follow these steps:

1. On the Reports menu, click the report type that you want to change column/row heading names for.

2. Click Edit.

   

3. Click the column/row in the Selected columns or Selected rows box, and the Formatted name field will display on the right.

4. Clear the Use default check box, and type the name you want shown on your reports (if a column or row displays in gray, it can't be edited).

   

5. Click Apply.

Customize Column Names in Page Views

To customize the column name on a page view, follow these steps:

1. Open the grid page you want to view.

   • Accounts
   • Households
   • Securities
   • Rebalance

2. On the Views menu, click Edit next to the view containing columns you want to rename.

   

3. In the view, under Selected Columns, click the column you want to rename. If a column name displays in gray, it can't be edited.

   

4. Clear Use Default and type in the new column name in Formatted name.

   

5. Click Save.