Performance Details is a Report Packager Page that displays the same contents as the Performance Details page in the Portfolio Management Software.

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.
• Time Period: Select the time period to display on the report page. Choose from the available predefined periods or set a custom period at the bottom of the list. Only one period can be selected per page, though the page can be added to a report multiple times with different periods each if desired.
• Group By: Select to group securities by accounts together if desired. Otherwise all securities are listed together
• Show Performance Calculation Footnote: Enable or disable the standard performance calculation footnote.
• Annualize Periods > 1 Year: Applicable only if a time period greater than one year is selected.