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How Show as Pie Chart Works In Dynamic Reports In PDF Reports Reports With This Setting Related Settings

 

How Show as Pie Chart Works

Applies to:
✔ Dynamic	✔ PDF	✔ Client Portal

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

The pie chart shows a snapshot of allocation with an emphasis on what percentage of the whole each holding comprises. It provides an at-a-glance visual breakdown of the holdings within the account or group. You can use this to evaluate the account or group independently or side-by-side with a target allocation.

In Dynamic Reports

• When Include target allocation is selected, you will see the target allocation displayed next to the current allocation.

  

• When you Group by/then by, the chart includes both grouping levels. For example, if you group by Account and then by Asset Class, the chart displays accounts on the inside and asset classes in each account on the outside.

  

Data are based on As of Date.

When you set Show as to Pie chart, the following settings appear:

• Chart Position

• Use Donut Charts

In PDF Reports

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

On the PDF report, you can customize the following options:

Show Chart Legend Show Category Color Keys (PDF dashboard only) Show Totals (PDF dashboard only) Show Chart Labels Gradient Chart Use Donut Charts

Include Target Allocation Target Allocation Chart Label Highlight Rows Outside Target Allocation Min Max Range

Reports With This Setting

Holdings Reports

• Asset Allocation

PDF-Specific Reports

• PDF Dashboard

Related Settings

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

• Show as Table

• Show as Bar chart

• Show as Allocation over time