Include "Year To Date" In Activity and Performance Summaries

Include "Inception" In Performance Summary

Whether or not to display yields for the date range of inception to the ending report date in the performance summary section

Display Removed Money as Negative Value

Any field that removes money from the portfolio will be shown as a negative amount.  This includes the Withdrawals, With-Dist., and Distrib. fields.

Portfolio Performance Metric

Whether to display a Portfolio Performance Summary section or not.  If displayed, choose whether to display ROI Yield, Time-Weighted Return or both in this section.  When using ROI the performance figures are labelled as "Portfolio Returns", and when using TWR they are labelled "Portfolio Performance".  [more info]

Display Graph

Choose to optionally display a portfolio based graph on this report.  The default of "Portfolio Value Bar Chart" is unique to this report.  The other choices are the standard portfolio based graphs.

Portfolio Value Bar Chart notes:  This is a bar chart of the portfolio values over the last months.  If enough space is available, it will be for 12 months.  If the page width/font do not leave enough room, fewer bars will be displayed.  You can reduce page margins/orientation (File / Page Setup...), or reduce the font size to increase the number of bars, up to 12.  This chart uses the "VALUE lines" graph color to draw the value bars.

Customizing graph notes:  The graph will use the same font assigned to the Executive Summary report.  It will also use your report preference on whether or not to display cents in values.  Other customizations can be done by opening a Graph window and setting global graph preferences from there.  The Portfolio/Investment(s) Overlay graphs will overlay the report's portfolio with the selected indices for this report.

Display Comments

Any optionally comments to display on this report.  Use the Insert Field... button to add a calculated field into the comments.