Contents

How Module Settings Work Table module Pie Chart module Text module Allocation Over Time module Image module Column/Bar/Line module KPI module

 

How Module Settings Work

These Report Studio settings allow you to customize the data that appears in a module. The following apply to all modules:

• Module name

• Module description

• Save in library

Table module

To customize the settings for the Table module, use these settings.

Table data type	Table Title
Default Date Period	Group by
Subtotals	Show position detail
Show lot detail	Unmanaged asset treatment
Grand total row display	Mark Partial Returns
Include securities not held at end of period	Sort by
Filtering	Report SMAs as a single line item
Report security groups as a single line item	Use multiple security categories
Include security benchmarks	Include category grouping benchmarks
Allocated weighted benchmark by	Account/group benchmark
Additional indexes

Pie Chart module

To customize the settings for the Pie Chart module, use these settings.

Default Date Period	Group by
Unmanaged asset treatment	Sort by
Filtering	Include securities not held at end of period
Save in library	Data
Use multiple security categories	Title display
Alignment	Gap between charts
Label display	Align label to
Label distance	Title
Filtering	Report SMAs as a single line item
Report security groups as a single line item	Donut chart
Semi-circle	Use gradient
Size	Alignment
Gap between charts	Style

Text module

To customize the settings for the Text module, use these settings.

Font styles

Insert merge field

Background color

Allocation Over Time module

To customize the settings for the Allocation Over Time module, use these settings.

Default Date Period	Group by
Use multiple security categories	Sort by
Save in library	Data
Display total in title	Title display
Label display	Align label to
Label distance	Title
Saved Search filter

Image module

To customize the settings for the Image module, use these settings.

Fit	Alignment
Corner radius	Border
Border color	Shadow
Opacity

Browse available images

Fit

• Alignment

  • Vertical

  • Horizontal

• Style

  • Corner radius

  • Border

  • Border color

  • Opacity

  • Shadow

Column/Bar/Line module

To customize the settings for the Column/Bar/Line module, use these settings.

Default Date Period	Group by
Label display	Align label to
Label distance	Title
Saved search filter

KPI module

To customize the settings for the KPI module, use these settings.

Filtering	Report SMAs as a single line item
Report security groups as a single line item	Use multiple security categories
Include security benchmarks	Include category grouping benchmarks
Font style	Include securities not held at end of period
Save in library	Data
Display total in title	Title display
Style	Size
Alignment	Gap between charts
Label display	Align label to
Label distance	Title
Tile data type	Display arrow
KPI Title	Title text color
Filtering	Report SMAs as a single line item
Report security groups as a single line item	Use multiple security categories
Data text color	Include securities not held at end of period
Positive arrow	Negative arrow
Font weight