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Investment Wizard - Select Layout (Optional)

Select desired layout options to enhance the layout of your investment custom report.

 

• File Layout Options - Specify the layout for the Investment report.

• • Single Sheet: All Investment data will appear on one sheet. Data will be sorted by company name and statement order unless a top field was selected.

  • Multiple Sheets: Investment data will appear on multiple sheets. Choose to organize the worksheets by Company or Data Period. Data will be sorted by company name and statement order unless a top field was selected.

  • Flat File: Flat File outputs all data selected will appear on one worksheet. Select the Flat File method for pivot tables.All data selected will appear on one worksheet. Data will be sorted according to the selected company and data period.

  • Report Dimensions: Provides specific details of your report such as number of worksheet tabs,number of rows and number of columns. Click the number of rows option to calculate the rows individual tabs.

• Numeric Data Format

• • Decimal Places: Select the number of digits to appear after the decimal place for all the financial data. By selecting zero, there will be no decimal places in the number.

  • Use Thousands Separator: Format financial numbers on your report with commas. Separate the number (in groups of three digits) with a comma.

  • Use Dollar Sign: Include a dollar sign to the financial data.

  • Negative Numbers: Select a format for the negative financial data.

• Data Alignment

• • Financial Data: Select if you would like the financial data to be left, center, or right aligned. Right is the default selection.

  • Non-Financial Data: Select if you would like the non-financial data to be left, center, or right aligned. Left is the default selection.

  • Autosize columns - Automatically adjust the column width to match the widest data item in the column.

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