Contents
Introduction
The Category Overrides page allows you to rename any category or benchmark for any individual account or reporting group. Your changes will be shown only on that account or reporting group's reports. For example, Client A may want their reports to display ‘Equity,’ and Client B may want their reports to display ‘Stocks’ for the same category.
If you would like this feature enabled, please contact Customer Support at 866.525.8811 and choose option 3.
Category Type
Choose the category type for the category you want to rename.
Category
Choose the category you want to rename.
Category Name Override
Type the name you want reports to show for this category.
Benchmark Override
Select a benchmark override for this category, or leave the default.