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How Axis Scale Works In Dynamic Reports In PDF Reports Reports With This Setting Related Settings

 

How Axis Scale Works

Applies to:
Dynamic	✔ PDF	Client Portal

This setting allows you to customize the scale of the y axis on the Account Performance line chart, if desired.

You might do this if you had a return that was well outside the rest of the range that you wanted to display, for example, if your client had an extremely volatile holding.

Tamarac recommends that you do not change this value.

In Dynamic Reports

This setting is available for PDF reports only.

In PDF Reports

• The axis scale is set to $10,000 by default.

  For example, this y-axis scale is shown with the default setting of $10,000.

  

• To designate your own custom axis scale, type in the scale in dollars in the Axis scale field.

  For example, this y-axis scale is shown with a custom setting of $1.

  

Reports With This Setting

Performance Reports

• Account Performance

Related Settings

The following setting interacts with this option:

• Show Line Chart