Back Home > Advisor View > Data Dictionary > A > Report Settings: Accounts, Positions, Payments, or Transactions Per Page
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Home > Advisor View > Data Dictionary > A > Report Settings: Accounts, Positions, Payments, or Transactions Per Page
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Report Settings: Accounts, Positions, Payments, or Transactions Per Page
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| Applies to: | ||
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| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to set how many records are displayed per page of the report. The type of record displayed depends on what report you're looking at:
The Security Cross-Reference report allows you to set number of accounts per page.
The Unrealized Gains/Losses report allows you to set number of positions per page.
The Capital Flows and Transactions reports allows you to set number of transactions per page.
The Income and Expenses report allows you to set number of payments per page.
Select from the list the number of records per page you want to display. Reports can display the following number of records per page:
20
50
100
This setting is not available for PDF reports.
Holdings Reports
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Transactions Reports
For transactions, see also:
