Back Home > Advisor View > Data Dictionary > I > Report Settings: Include Actual Return Start Date in Footnote
|
Back |
Home > Advisor View > Data Dictionary > I > Report Settings: Include Actual Return Start Date in Footnote
|
Report Settings: Include Actual Return Start Date in Footnote
This PDF template report setting works in conjunction with Partial Returns and allows you to show the actual start date in the footnote for partial period returns on performance reports.
To see return dates in the footnote, make sure to set Partial returns to Mark with footnote.
When you select this check box, you'll see the following dates:
| Return Type | Start Date Displayed | End Date Displayed |
|---|---|---|
| Linked returns | Starting date for the starting period | Ending date for last period held |
| Partial returns (new calculation) | Start date | End date |
| Partial returns (old calculation) | Start date | Nothing displayed |
You would choose to use this setting depending on how much space you have in the column and the level of detail you want to show.
This setting applies to the Account Performance report PDF template only.