Last updated: 2025-12-02
PDF Reports - Report Options
PDF Reports - Report Options
)
The link for this help topic is:
In this Topic ShowHide)
- Overview
- Optional Disclaimers and Mandatory Disclaimers Sections
- Account Master Report Options
](javascript:void(0);)
Overview
When running certain
PDF reports, [setting
up PDF reports](/help/pro/pdf/reports/-/report/setup) or creating [report
packages](/help/pro/pdf/reports/-/report/packages), the user can specify options that determine the report's
content and layout. These options are displayed in a report options dialog
box. The available options vary depending on the report category.
The user can modify report options in these situations:
-
The user [runs
a PDF report](/help/pro/pdf/reports/-/running/pdf/reports) that is configured to prompt the user for options.
-
The user creates a report options record for a report through
Common Report Options
The following options display in the report options dialog box for most
or all PDF reports.
Details Section
-
Heading: This is the
text that displays at the top of each page of the report. The heading
can be the same as the report name or different, depending on the
user's needs.
-
Keywords: This text
displays alongside the report name in the Select
a Report to Run dialog box that opens then the user [runs
PDF reports](/help/pro/pdf/reports/-/running/pdf/reports).
-
Show contact's middle name:
Select this option to include the middle name of the contact for whom
you're running the report.
-
Show/Include Cover Page:
This option specifies whether a cover page is generated with the report.
The cover page contains the report heading as well as information
such as the office name, client's name, advisor's name and any cover
page disclaimers. The
cover page also displays the company logo if a logo has been configured
for the office (see [SmartOffice
Branding](/help/pro/smartoffice/branding)). If the Cover Page Required option is already enabled
in a report's setup,
the report always includes a cover page, and the option to exclude
it is not available.
Optional Disclaimers and Mandatory Disclaimers Sections
For information about how to add disclaimers to a report from these
sections, see PDF Reports - Disclaimers.
Options Section
-
Print Spouse Name:
Select this option to include both the contact's name and spouse's
name at the top of each page of the report, under the heading.
Investment Report Options
-
Report Date section:
Select a predefined date range from the Date Options drop-down list,
or select Custom from the
drop-down list to enter a specific date in the As of Date field.
-
Holding Types section:
Specify the investment and policy holding types to be included in
the report. Note that users have flexibility in choosing how variable
annuity investments are displayed (i.e., with summaries or subaccounts).
-
Sorting and Other Options section:
Select up to three sorting criteria and indicate whether the report
should include held-away accounts. The Cost Options drop-down list
enables the user to select whether the report displays the purchase
cost, initial cost or taxable cost of holdings (for some reports,
the user can opt to include no cost information). The Sort By drop-down
list determines how data in the report is grouped. Investment-category
reports may also include options for excluding specific data or columns
(e.g., Exclude How Held Column and
Exclude Positions with Negative Share Balance).
-
Include Address & Phone#:
This option is visible only on Investment-category reports run for
Each account group has a primary account. Selecting this option prints
the contact information of the primary account's primary contact.
-
Optional Columns section:
For the Balance Sheet - Bank Format report, this section provides
the option to add an Account Type column or a How Held column to the
report. For the Asset Allocation report, this section provides the
option to add a Shares column and a Price column to the report.
-
Pie Chart Options section:
Specify whether the pie chart should appear on the last page of the
report. Also, indicate whether the pie chart should have no more than
10 slices or whether slices less than a certain percentage should
be merged. These options are available only if pie chart settings
are enabled in the [report's
setup](/help/pro/pdf/reports/-/report/setup). Selecting the Hide Pie Chart option makes all of these
options unavailable and removes the chart from the report.
Transaction Report Options
-
Select Date Range section:
Select a predefined date range (e.g., Year-to-Date) from the Date
Options drop-down list, or select Custom
from the drop-down list to enter specific dates in the From and Through
fields.
-
Select Assets By Type section:
Specify the investment and policy holding types to be included in
the report.
-
Options section: By
default, the report is sorted by transaction date. To sort the report
by advisor and account number, click the Advisor
hyperlink to select an advisor and select Account
Number from the Sort By
drop-down list. The Sort By drop-down list determines how data in
the report is grouped.
-
Select a Transaction Type section:
Specify the transaction types to be included in the report. This section
also includes options for specifying whether transfer and canceled/reversed
transactions are included in the report, as well as whether transaction
from held-away accounts are displayed.
Performance Report Options
-
Select Date Range
section: Select a predefined date range (e.g., Previous Quarter)
from the Date Options drop-down list, or select Custom
from the drop-down list to enter specific dates in the From and Through
fields.
-
Percentage Return
Calculation section: Specify whether the returns displayed
in the report should be calculated with or without income from interest
and/or dividends.
-
(Custom) Options
section: This section indicates how the report is sorted. Depending
on the report, the user may be able to select up to three sorting
criteria. In Investment Performance Summary reports, a Cost Options
drop-down list also enables the user to specify whether the report
displays the purchase cost, initial cost or taxable cost of holdings.
The Show Zero Inception Value
option displays for the Performance Report when the user selects Since Inception in the Select Date
Range section.
Account Master Report Options
-
Report Date section:
Enter a specific date in the As of Date field.
-
Options section: Specify
whether the report is sorted by asset class or holding type
(the Summary of Accounts report can be sorted by account type).
The Sort By drop-down list determines how data in the report is grouped.
This section also includes an option for including held-away accounts
and/or excluding closed accounts from the report.
-
Pie Chart Options section:
Specify whether the pie chart should appear on the last page of the
report. Also, indicate whether the pie chart should have no more than
10 slices or whether slices less than a certain percentage should
be merged. These options are available only if pie chart settings
are enabled in the [report's
setup](/help/pro/pdf/reports/-/report/setup). Selecting the Hide Pie Chart option makes all of these
options unavailable and removes the chart from the report.
Policy Report Options
-
Options section: This
section enables the user to select which interested parties are included
in the report by role. In addition, the user can select which policy
types are included.
Group Policy Report Options
-
Insurance Types section:
Select the group policy insurance types to include in the report.
-
Select Date Range section:
Specify a date range for the data in the report.
-
Select Policy Stage section:
Broaden or limit the group policies that display in the report by
selecting or clearing specific policy stages.
-
Date Type section: Specify
whether the report displays the group policy effective date or renewal
date.
Pending Case Report Options
-
Filters section:
Narrow down the number of cases displayed in the report by filtering
for specific advisors, case managers, contacts, carriers, plans and
plan types. Click the button above each box to search for and/or select
the appropriate filter criteria.
-
Sorted By section: Specify
whether the report is sorted by office, advisor, underwriter, case
manager, contact, carrier or product.
-
Graph section: Indicate
the type of chart (pie or bar) that the report should include to visually
display its data.
-
Requirements section:
Click the Include Requirements
option to display the requirement information of pending cases in
the report.
-
Select Stages and Select Additional
Statuses sections: Broaden or limit the number of cases included
in the report by selecting or clearing specific case stage and statuses
option.
-
Date Range section:
Select a predefined date range (e.g., Previous 12 Months) from the
Date Options drop-down list, or select Custom
from the drop-down list to enter specific dates in the From and Through
fields. The date range is based on the case status date.
](javascript:void(0);)