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General Settings for PDF Templates

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Introduction

Configure the General Settings PDF Section

 

Introduction

In the General Settings section of your PDF Templates, you can configure default settings that apply to all sections of your PDF templates, such as single account display format, file name formats, and report sorting.

You can override these settings in each report section. If you choose Template Default for a setting, Advisor View will use the settings you specify here.

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Configure the General Settings PDF Section

To configure general settings for your PDF templates:

  1. On the Client Reporting menu, click Templates.

  2. In the Select a template list, click the template where you want to configure the general settings. If you haven't created a PDF template, visit Create and Edit a PDF Template.

  3. In the list of PDF sections, click General Settings.

  1. Complete any of the following settings:

    Report Setting More Information
    Template name Type a name for the PDF Template. You can specify up to 64 characters for the name including spaces.
    Template description Type a description for the template.
    Theme

    In this list, choose the PDF Theme you want to assign to the report template.

    For more information on creating and working with themes, visit PDF Themes.
    Header and Footer

    Choose the header and footer you want to appear on the report.

    For more information on creating and working with headers and footers, visit Headers & Footers.
    Single account display format Choose how you want single accounts to print on the report.
    Report filename format

    Choose how you want Advisor View to name the PDF report files that it generates.

    You can choose to use Short Name in the automatically generated PDF report file name. Since the field is open, you can use this to create PDF file names that adhere to your firm naming conventions.
    Sort report by

    PDF reports have been grouped by report section first and then by the selected grouping option for each section.

    For example, if a PDF report was generated for a group with two accounts where the grouping options Group and Single accounts were selected and the PDF included both the Realized Gains and Transactions sections, the output would follow this pattern:

    • Realized Gains for the group

    • Realized Gains for account 1

    • Realized Gains for account 2

    • Transactions for the group

    • Transactions for account 1

    • Transactions for account 2

    You may want to order the PDF output by account first, and then by section. If you use the same settings in the previous example, the output for the report would look like this:

    • Realized Gains for the group

    • Transactions for the group

    • Realized gains for account 1

    • Transactions for account 1

    • Realized Gains for account 2

    • Transactions for account 2
    Image resolution Use this PDF template setting to control the image quality for any charts or graphs displayed in a PDF report. For more information, see Image Resolution.

     

  2. When complete, configure the remaining PDF templates and click Save.

 

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