Firm Summary Options Tab
Use this tab to save sets of options for reuse. Summary report options control both the content and the formatting of a report.
Contents
Standard Section
Use these options to display various types of information on the summary report. By default,
Vantagepoint includes one or more of the available sections depending on the type of summary report. Use the toggle to the left of each standard section, to either show (
) or hide (
) the information that you want for the report.
Reporting Amounts
This section is only available if you are using multiple currencies. Use the options in this section to specify how the report displays the currency and exchange rate information related to the firm record’s user defined amount fields.
| Field | Description |
|---|---|
| Report In | If you use multiple currencies, select the currency in which to display amounts on the report.
|
| Presentation Currency | If you set
Report In to
Presentation Currency, select this option to specify the currency in which to display amounts. Select the three-character ISO code for the currency. The list includes only those currencies that are enabled for your enterprise.
All amounts on the report are presented in this single currency. Vantagepointcalculates the exchanges between the client currency and the presentation currency based on the date you specify in Exchange Rate as of. |
| Exchange Rate as of | If you set Report In to Presentation Currency, specify the date that Vantagepoint should use to calculate exchanges between the presentation currency and the client currency. Vantagepoint determines the correct exchange rates in the daily exchange rate table based on this date. |
| Field | Description |
|---|---|
| Sections | This field displays the name of the section that you created for the report. |
| Fields | This field displays the type of information that you selected for the new section. |
| + New Section | Click this link to display the Create Section dialog box, on which you can add custom sections in your report. For details, see the Create Section dialog box. |
Other Section
Use this section to specify additional formatting options for the report, including adding indents and/or page breaks between the sections of a report.
| Field | Description |
|---|---|
| Indent First Column | Use this control to indent the first column of the report. You can enter a number in the field between 0.1 and XX. To change the indent, use the up and down arrows to incrementally increase or decrease it. |
| Page Break Between Sections | Select this checkbox to insert a page break between report sections and start each section at the top of a new page. |