Performance is a Report Packager Page that displays performance of the selected account/client/household across times selected.

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.
• Graph this in report: This option appears beneath any time period selected. One (and only one) time period may be selected to show in the graph on the report page.
• Display Benchmarks: Compare displayed data with the standard Performance Benchmarks set by your firm both on the graph and data chart. (Performance benchmarking must be enabled for this option to be available.)
• Show Performance Calculation Footnote: Displays a performance calculation disclaimer along the bottom of the page.
• Show Closed Accounts: Include any closed accounts that have data during a selected period.
• Annualize Periods > 1 Year: Show the annualized return % for any time periods greater than one year.
• Show Sleeve Data: Display sleeve data for sleeved accounts. Available for Managed Account firms only.
• 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.