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Customize the Name of Column Headings for PDF Reports

Contents

Introduction

Customization provides flexibility for your firm. On your PDF reports, you can rename the column and row headings - for example, you can rename the Dollar Gain/Loss column to Gain/Loss Amount.

The column labels are specific to each PDF template and are not shared among reports.

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Customize the Column Headings

To customize a column name:

1. On the Client Reporting menu, under PDF Settings, click Templates.

2. In the Select a template list, click the template where you want to customize the column headings.

3. To rename a column, double-click the column in the Selected columns or Selected rows box, and then type the name you want to appear on your reports.

   Notes

   • Some selected columns or rows will display their labels in gray – these column names may not be edited.

   • If you completely delete the Display as text and click Change, it will revert to the default heading name.

4. Click Change.

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Use HTML Tags in Column Headings

You can use HTML tags in column headings to further customize how columns look.

The HTML tags available are:

• <b>: Makes text bold.

  Note

  The closing tag </b> is optional depending on what part of the title you want to make bold.

• <br>: Inserts a line break.

  Notes

  • Insert <br> before a line of text to force a line break before the column or row label.

  • Text will remain aligned regardless of spaces.

The following table provides some examples for how HTML tags behave in custom headers.

HTML Tag Usage	Report Output
No HTML used
<b>Description</b> Text
<b>Description Text
Description <br> Text
Description <br><b> Text

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