Performance Benchmarks: Setting Default Performance Periods

Performance Benchmarks: Setting Default Performance Periods

Firms are able to customize which default performance periods are available in many of the areas that performance reporting is available. The intervals can be customized individually for the following areas:

  • Client Portal
  • Portfolio Management Platform
  • Report Packages 1

1 Only Report Packages created after any changes are saved will be affected.

Assigning Default Performance Periods

To adjust the default periods, navigate to Grow Practice > Customization > Performance and click PERFORMANCE SETTINGS.

Each Default Time Periods area can be configured separately. Click while hovering on any period name to change its setting. The following periods are available to be set as defaults:

  • Prior Business Day
  • Week to Date
  • Month to Date
  • Quarter to Date
  • Year to Date
  • Previous Calendar Year
  • Previous 2 Calendar Years
  • Inception to Date
  • 1 Year to Date Trailing
  • 3 Year to Date Trailing
  • 5 Year to Date Trailing
  • 7 Year to Date Trailing
  • 10 Year to Date Trailing

Click to confirm your choice.

Once you have completed all your changes, click Save at the bottom of the slide-out.

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