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Last updated: 2025-12-02


PDF Reports - Report Options






PDF Reports - Report Options










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In this Topic ShowHide)







- Overview



- Common Report Options



Details Section



- Optional Disclaimers and Mandatory Disclaimers Sections



- Options Section





- Investment Report Options



- Transaction Report Options



- Performance Report Options



- Account Master Report Options



- Policy Report Options



- Group Policy Report Options



- Pending Case Report Options











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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

report setup.






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

account groups.

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.








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