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Highlight Rows Outside Target Allocation Min Max Range

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How Highlight Rows Outside Target Allocation Min/Max Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How Highlight Rows Outside Target Allocation Min/Max Works

Applies to:
Dynamic ✔ PDF

Client Portal

By default, when you show the target allocation pie chart and an accompanying chart legend, the legend table doesn't indicate which securities are out of range. This setting allows you to mark out-of-range securities on the chart legend with an asterisk.

In Dynamic Reports

This setting allows you to mark on the table all the categories that are outside the target allocation range.

In PDF Reports

This setting is only available in PDF reports if you have already selected Show pie chart legend.

Reports With This Setting

PDF-Specific Reports

Holdings Reports

Related Settings

For more information on creating and using target allocations, see Target Allocations.

The following setting is related: