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Display Changes to Benchmark Assignments
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How Display Changes to Benchmark Assignments Works |
| Applies to: | |||
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| ✔ Dynamic | ✔ Legacy Client Portal |
✔ New Client Portal |
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When you change a benchmark for an account, Tamarac Reporting gives you the option of retaining the history of all benchmarks that have been assigned to the account by appending the new benchmark history to the previous benchmark history. For example, if the benchmark changed from Benchmark 1 to Benchmark 2 on 5/23/2007, the performance report before 5/23/2007 will show returns for Benchmark 1 and after 5/23/2007 will show returns for Benchmark 2.
This setting allows you to display on the line chart when benchmarks applied to an account were changed. You might choose to do this if you want to help explain unexpected changes in benchmarks.
On dynamic reports and in on-screen client portal report pages, hover over the line to see which benchmark applies at that point.
The change in benchmark is marked with a small triangle (▲) symbol on the benchmark line. The symbol can be difficult to see if your theme displays benchmarks in a light color. If you want to display benchmark changes, we recommend that you set the benchmark color to a dark color in your theme.
To show the line chart without the benchmark change marked, clear Display changes to benchmark assignments.
Clearing the check box removes the line chart marker, but the chart still reports performance for the benchmark assigned on each particular date.
For example, the benchmark changed on 5/23/2007 and, although performance for the new benchmark is displayed after that date, the line chart is not marked to indicate the date of change.
To mark on the line chart where the benchmark changes, select Display changes to benchmark assignments. If the benchmark has been changed multiple times, each change will be marked with letters.
For example, the benchmark changed on 5/23/2007 and that date is marked with a triangle on the benchmark line.
On PDF line charts, Tamarac marks changes to benchmarks with letters. The legend tells which benchmark corresponds to each letter and the date range for how long the benchmark applied.
Transaction Reports
For more information about benchmarks, see Benchmarks.
For more information about naming benchmarks, see Account Benchmark Display in System Settings.
The following settings interact with this option: