Review Preferences let you set Workspace-wide defaults for how Reviews are calculated, which sections they include, and how their report columns are labelled and ordered. Setting these up once saves your advisers from configuring the same options on every Review they create.
💡Note: Users can still override these defaults when authoring a specific Review.
How to access Review Preferences
Click on your Avatar.
Select My Profile.
Navigate to the Workspace tab.
In line with the intended Workspace, click the Vertical Ellipse “⋮” to View.
Within the Workspace, click on the Review Preferences tab
How to set your default Review Preferences
Fees And Taxes
Sets the default basis for performance figures
Before Fees & Taxes
After Fees and Taxes
After Fees, Before Taxes
Before Fees, After Taxes
After Fees and Taxes (no imputation credits)
Before Fees, After Taxes (no imputation credits)
Primary Return Type
Sets the default return calculation method:
TWRR (Time-Weighted Rate of Return)
IRR (Internal Rate of Return)
Date Range
Sets the default reporting period:
Last 12 Months
Last 6 Months
Previous Quarter
Current Quarter
Custom
Market Commentary Default
Sets which level of market commentary is pulled into new Reviews:
Licensee Default
Workspace Default
Adviser Default
Custom
FUM Only
Tick to restrict Review figures to Funds Under Management only
Settled
Tick to include only settled transactions in Review calculations
Choose which Investment Report Areas appear
Under Investment Report Areas, tick the sections you want included by default in every Review's investment report:
Include Overview
Include Summary
Include Valuation
Include Performance
Include Asset Allocation
Include Fund Investment Performance
Choose which Review Areas appear
Under Review Areas, tick the sections you want included by default in every Review:
Review Current Situation
Review Goals
Review Strategy
Review Estate Planning
Review Insurance
Review Risk Profile
Include Market Commentary
Add default Workspace market commentary
If you set Market Commentary Default to Workspace Default, enter your standard commentary text in the Default Workspace Market Commentary field. Use the formatting toolbar to add headings, bold/italic text, lists, tables, links, and images.
💡Note: Click Save Changes at the bottom right of the screen to ensure your selections are retained.
Set default report columns
Each report type — Summary, Valuation, Performance, Asset Allocation, and Fund Investment Performance — has its own tab for controlling which columns appear on that report by default, what they're labelled, and in what order they're displayed.
For each tab:
Tick the checkbox next to any column you want included by default
Use the Name Override field to change the column's display label (this doesn't change the underlying data — only how the header reads on the report)
Drag the ⋮⋮ handle to the left of a row to reorder columns
Click Save Changes
Summary
Summary Column Defaults include columns such as Portfolio, End Value, and a range of return periods (1m, 3m, 6m, 1y, 2y, 3y, 5y, Inception, and their non-annualised equivalents).
Valuation
Valuation Column Defaults include columns such as Asset Name, Units, Unit Price, Amount, Code, Exchange, Asset Class, and Weight at End.
Performance
Performance Column Defaults includes columns such as Asset Name, Start Value, Net Value, End Value, Total Gain, Income, Period TWRR, Annualised TWRR, Net Cost at End, Period IRR, Annualised IRR, and more.
⚠️Important: Ensure that the same return type columns are exposed as the Primary Return Type.
Asset Allocation
Asset Allocation Column Defaults include columns such as Asset Class, Current ($), Current (%), Target (%), Variance (%), and Variance ($).
Fund Investment Performance
Fund Investment Performance Column Defaults include columns such as Asset Name, 6m returns, 1y returns, 3y returns, 5y returns, Code, Exchange, Investment Costs %, and Asset Class.
