Household Summary is a Report Packager Page providing a high-level view of the household across selected time periods. Includes the market value of each account and the growth over selected 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.
• Show Pie Chart: Show a pie chart breakdown of the total holdings. This can be displayed by the defined Asset Classes or by the more general Asset Categories (stocks, bonds, cash, other).
• 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 Benchmarks: Compare displayed data with the standard Performance Benchmarks set by your firm. (Performance benchmarking must be enabled for this option to be available.)
• Display Investment Objective: Display defined Investment Objectives for each account as footnotes on the summary report.
• Show Performance Calculation Footnote: Displays a performance calculation disclaimer along the bottom of the page.
• Include Closed Accounts: Include any closed accounts that have data during a selected period.
• Show Performance Inception Dates: Performance Inception Date is the first date that performance data is available for the account. Disable this toggle to remove the column from the report page.