Back Home > Advisor View > Data Dictionary > R > Report Settings: Report Security Groups as Single Line Item
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Home > Advisor View > Data Dictionary > R > Report Settings: Report Security Groups as Single Line Item
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Report Settings: Report Security Groups as Single Line Item
| Applies to: | ||
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| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to choose how to display security groups on the report. You can either view security groups at the group level or you can view them in a detailed breakout.
To view a detailed breakout of the security groups, clear the Report security groups as a single line item check box.
To view security groups a the group level, select the Report security groups as a single line item check box.
| Setting | Report Output |
|---|---|
| Report security groups as a single line item cleared |
In this example, Amazon (AMZN) and Apple (AAPL) were added to the security group "All Legacy Holdings." The cleared check box shows each security as its own line item. |
| Report security groups as a single line item selected |
In this example, Amazon (AMZN) and Apple (AAPL) were added to the security group "All Legacy Holdings." The selected check box combines those securities into one line item. |
Functionality is the same in the PDF report templates as in dynamic reports.
| Setting | Report Output |
|---|---|
| Report security groups as a single line item cleared |
In this example, AD Bultemeier (ADB) and Apple (AAPL) were added to the security group "_Security Group 1." The cleared check box shows each security as its own line item. |
| Report security groups as a single line item selected |
In this example, AD Bultemeier (ADB) and Apple (AAPL) were added to the security group "_Security Group 1." The selected check box combines those securities into one line item. |
Performance Reports
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Holdings Reports
Transaction Reports
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For more information about security groups, see Maintaining Accounts: The Security Groups Panel.
