Activity Summary is a Report Packager Page that provides a high level display of account activity across selected time periods. Includes a bar graph of changes across categories of transactions since inception and a chart of totals across categories for all selected time periods.

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.
• Column Header Format: Use common interval abbreviations or the actual date ranges in column headers.
• Include Time Periods: Select up to five (5) time periods to include on the report page.
• Display Fees Seperately: Show Fees as its own line item. Clearing this box will total Fees in with the Withdrawals line.
• Display Period Returns: Show the returns in each selected period.