Back

Show As Bar Chart

Contents

How Show as Bar Chart Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How Show as Bar Chart Works

Applies to:
✔ Dynamic ✔ PDF ✔ Client Portal

This setting allows you to display the data on the Asset Allocation report in a bar chart.

The bar chart is a snapshot showing the allocation in the account or group at a single point in time. It emphasizes amount of holdings in each grouping. This is an especially useful chart when comparing current allocation to target allocation.

In Dynamic Reports

Data are based on As of Date.

In PDF Reports

This setting behaves the same on PDF reports as on dynamic reports.

When you add a table to the PDF report, the following additional settings are available:

Reports With This Setting

Holdings Reports

PDF-Specific Reports

Related Settings

This is one of the Show as options for the Asset Allocation report. The other options are: