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Display Totals at Bottom
Applies to: | ||
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✔ Dynamic |
✔ Client Portal |
Use this Net Worth report setting to determine where the report displays the total for each section. Select Display totals at bottom to show subtotals in their own row at the bottom of each section and subsection.
In PDF dashboard sections, this setting is called Display net worth total at bottom because this option moves the Net Worth row to the bottom of the table.
You can choose:
Selected. When you select Display total at bottom, the report adds a new subtotal row at the bottom of each section and subsection. The top row only displays the section label.
On the PDF dashboard, you'll see:
Cleared. By default, the report displays section and subsection totals at the top.
On the PDF dashboard, you'll see:
For more information about the Net Worth report, see Net Worth Report.
For more information about assets and liabilities, see Assets and Liabilities.