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Report Settings: Report Name

Contents

How Report Name Works

In Dynamic Reports

In PDF Reports

In Client Portal Reports

Reports With This Setting

Related Settings

 

How Report Name Works

Applies to:
✔ Dynamic PDF

✔ Client Portal

 

This setting allows you to designate a unique name for the view of the report view you create.

Best Practice

Make sure your report names offer insight into what they show. Use the title to describe what the report shows. For example, instead of just Transactions, name the report Transactions - YTD Excl. MSFT or Transactions - Money Security Only, etc.

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In Dynamic Reports

The name you type in this box will appear in the Report View list and is seen by all users who have viewing permissions.

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In PDF Reports

In PDF templates, Report Name is replaced with Section Title.

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In Client Portal Reports

In client portal reports, you have two fields for the report name: Name and Title.

Example

Let's say you have two versions of a performance report in your firm: one shows Net TWR and the other shows Gross TWR. You can use the Name field to differentiate them internally, but use the Title field to label them both Account Performance for client.

Name on the Client Views Reports page

In the Select a Report or Page list, the report name is displayed as Account Performance - Gross TWR.

 

Name on the Client Portal

On the client portal, the same report is simply listed as Account Performance.

 

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Reports With This Setting

Performance Reports
Holdings Reports
Transaction Reports

Business Intelligence Reports

 

Financial Planning Reports

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Related Settings

To learn more about report views, see Dynamic Report Views.

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