How Show As Works on the Asset Allocation Report

Applies to:
✔ Dynamic	✔ PDF	✔ Client Portal

Many of our reports offer a variety of ways to visually display the data. One option you'll see on several reports is the ability to see the data as a variety of different charts types. This setting allows you decide what type of table or chart is shown. Each option helps you tell a different story.

Click the chart type listed to learn more.

Chart Type	Why Choose This Type
Show as Table	Moment-in-time snapshot good for simply reviewing holdings.
Show as Pie Chart or Donut Chart	At-a-glance visual breakdown of the moment-in-time holdings within the account or group. Includes a summary table.
Show as Bar Chart	Moment-in-time snapshot emphasizes amount of holdings in each grouping. This is an especially useful chart when comparing current allocation to target allocation.
Show As Allocation Over Time	Useful when used in conjunction with other reports, such as Account Performance report, which can together show when allocation changed and the impact that change had on performance.