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Report Settings: Show Summary
| Applies to: | ||
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| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to include a summary table on the Capital Flows report that displays the following data:
Year
Beginning Value
Contributions
Withdrawals
Net Contribution
Ending Value
Contribution Rate
The columns displayed and column order are not customizable.
A maximum of 52 groupings will be shown in the Summary. If your summary data includes more than 52 groupings, the Summary section will not be displayed.
This table is useful for seeing net contribution, allowing you to review with end clients when investments and withdrawals were made and effect that those had. For example, when working with clients in retirement who are taking regular withdrawals, you can use this to evaluate the impact of those withdrawals.
To hide the summary table, clear the Show summary check box.
To see the summary table, select the Show summary check box.
| Show summary cleared |
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If you chose to add charts, charts are displayed above the transactions table. If you omitted charts, only the transaction table is displayed. |
| Show summary selected |
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Depending on what charts you choose to include, the summary appears either between the charts and the transaction table, or just at the top of the page above the transaction table. |
When you select the Show summary check box on the Capital Flows report, the following setting appears.
By default, the summary table displays only date periods with flows. If you want to see all date periods, regardless of flows, you can select the Include date periods with no flows check box.
Clients might find a report misleading if only selected periods (those with flows) are displayed, so you could include date periods with no flows to increase transparency of the report. However, depending on the date periods selected, including all date periods might make the summary very long.
| Include date periods with no flows cleared |
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Only date periods with flows are displayed. Notice the gap between 2008 and 2015, indicating no flows occurred during those interim years. |
| Include date periods with no flows selected |
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All time periods for the date period are displayed, regardless of flows. |
Functionality is the same in the full PDF report template as in dynamic reports.
When you add the Capital Flows report to one of the PDF Dashboard panels, you can choose to add one of the three Capital Flows sections to the panel. The options are:
Account Value vs. Net Investment Chart
Summary
Summary Chart
For more information on the account value vs. net investment chart or summary chart, see Show Account Value vs. Net Investment Chart and Show Summary Chart Based On.
To add a summary table to the PDF Dashboard panel, click Summary in the Show list.
When you add the summary table, the following additional settings are available:
Transaction Reports
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PDF-Specific Reports
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