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| Applies to: | ||
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| ✔ Dynamic | ✔ 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 |
|---|---|
| Moment-in-time snapshot good for simply reviewing holdings. | |
| At-a-glance visual breakdown of the moment-in-time holdings within the account or group. Includes a summary table. | |
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Moment-in-time snapshot emphasizes amount of holdings in each grouping. This is an especially useful chart when comparing current allocation to target allocation. |
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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. |
You can choose any of the following:
Table
Pie chart
Bar chart
Allocation over time
All four of the chart options are available in PDF reports.
Table
Pie chart
Bar chart
Allocation over time
PDF-Specific Reports
For more information about date periods, see Dates and Date Periods.
The following Asset Allocation report setting interacts with this option:
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