Activity Detail is a Report Packager Page that provides a readout of transactions over the designated period.

Available Options

• Page Title Override: Set a custom Page Name of up to 24 characters. This will display in the Report builder and on the header of the PDF pages when created. Helpful when adding more than one copy of a Page to a report.
• Start Date: Choose when the report should begin from including from Inception or a custom date.
• What to Show: Include or exclude any desired categories of activities: Trades, Flows, Income, Fees, or All Other. Categories with no transactions will not display regardless of the selection.
• Group By: Select whether to show all transactions by trade date (None) or to group transactions by either Category or Account. Note that categories hidden by the What to Show option will not display. Transactions within the group will be sorted by date.
• Show Canceled: Display transactions that were ordered but canceled before they were performed or undone.
• Display Fees Seperately: Display all fees in their own category. If deselected, fees will be listed as transactions under Flows.