Comments in Executive Summary

[paulk]

How do I display comments in the Executive Summary? Where do they print? I have checked the box under the report preferences and entered a test comment but nothing is displayed.

[Mark]

Hi paulk,

Which box under Report Preferences did you check?

To enter comments, edit the report settings (Edit / Report Settings...) and click the "Options..." button while the report type is set to "Executive Summary". Click the "Display Comments" button, and enter your comments in there. The comments will be displayed/printed under the performance summary sections.

[paulk]

Hi Mark

That's what I did but nothing is displayed. I am using the Advisor version and have a disclaimer set to print in that area. Maybe that is why?

[Mark]

Hi paulk,

Do you have version 2014.13.4? That is the latest version.

Does it look like there is room for the comments? If you have a bunch of indices, and the performance summary area is bumping into the top of the disclaimer area, maybe you are out of room? It is fine to have both the comments and disclaimer set to display as long as you have enough room. If you have too many indices and are out of room you can choose a smaller report font.

[paulk]

No way this could roll over onto a second page of the Executive Summary report I assume?

[Mark]

Hi paulk,

Correct, the Executive Summary report is limited to a single page.