VRTrust Owner statement layouts now support configurable decimal precision for percentage-based formula columns, giving you greater control over how figures are displayed on owner statements.
Who This Applies To: This article is intended for VRTrust users customizing Owner Statement templates and controlling how percentage-based formulas display within statements.
When building or editing an owner statement layout, columns of type Formula that output a percentage value can be formatted with a specific number of decimal places. Inline formatting controls have been updated to make this adjustment quick and straightforward directly within the layout editor.
How to use it
Open an Owner Statement Template
To update decimal precision settings:
Navigate to Statements
Select Edit Template to open the Owner Statement template settings
Locate Formula Percentage Columns
Within the template:
Locate a column using the Formula Percentage column type
Open the column settings
These columns now include a setting to control the number of decimal places displayed within the statement.
Update Decimal Precision
To change how percentages display:
Adjust the decimal precision value
Save the template
For example:
Setting the precision to 0 will display percentages as rounded whole numbers
Higher precision settings will display additional decimal places
Review the Updated Statement
After saving the template:
Open a statement preview or generated statement
Review the updated percentage formatting
VRTrust will automatically round percentage values based on the selected precision setting.
Why Use Decimal Precision Controls
Decimal precision settings help customize how calculated percentages appear within Owner Statements.
This can be useful for:
Simplifying statement presentation
Matching owner reporting preferences
Standardizing percentage formatting across templates
Need help?
If you have questions about setting up or editing statement layouts, reach out to our support team via the help chat and we'll be happy to assist.