Net Worth Report is a Report Packager Page showing a total aggregation of all account values. Unlike other report pages this includes Outside Managed Accounts, Held-Away Accounts, and any manually added assets or liabilities. Includes a graph of net worth over time.

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 Summary Data Only: If disabled, see the holdings within each asset and liability (as available). If you are already using the Holdings page, this will duplicate most of the data already shown on the Holdings page.