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Show As Table

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How Show as Table Works

This setting allows you to display the data on the Asset Allocation report in a basic table format.

The table is a simple snapshot showing the allocation in the account or group at a single point in time. It is useful if you want to see a clean, simple list of holdings grouped in a variety of ways.

In Dynamic Reports

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

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:

• Show Category Color Keys

• Show Totals

• Include Target Allocation

Reports With This Setting

• 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 Pie chart

• Show as Bar chart

• Show as Allocation over time