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How Show Maturity Ladder, Positions Table, Bar Chart, or Ratings Pie Chart Works In Dynamic Reports In PDF Reports Show Maturity Ladder Show Positions Table Show Bar Chart Show Ratings Pie Chart Reports With This Setting Related Settings

 

How Show Maturity Ladder, Positions Table, Bar Chart, or Ratings Pie Chart Works

Applies to:
Dynamic	✔ PDF	Client Portal

When you add the Bond Analysis report to a PDF Dashboard report, you can choose to show any of four different types of bond-related information:

• Maturity ladder

• Positions table

• Bar chart

• Ratings pie chart

This setting allows you to select which bond analysis information is displayed in the PDF Dashboard report's panel and to configure the settings unique to that selection. Which one you choose, and how you configure its settings, depends on what you're trying to communicate with the PDF Dashboard report.

In Dynamic Reports

This setting is only available in the Bond Analysis section of the PDF Dashboard report.

In PDF Reports

Show Maturity Ladder

To add a maturity ladder to a PDF Dashboard report section, edit an individual section in the report and, in the Show list, select Maturity Ladder.

When you select Maturity Ladder, the following settings are available:

• Include the following security types

• Use the next call date data

• View first X years

Show Positions Table

To add a positions table to a PDF Dashboard report section, edit an individual section in the report and, in the Show list, select Positions table.

When you select Positions table, the following settings are available:

• Include the following security types

• Use the next call date data

• View Top X Holdings, Sorted By

Show Bar Chart

To add a bar chart to a PDF Dashboard report section, edit an individual section in the report and, in the Show list, select Bar chart.

When you select Bar chart, the following settings are available:

Include the following security types Bar chart title Chart orientation Primary axis type Secondary axis type

Number of years to display Use next call date data Include average line for secondary value Include [Ratings] smoke stack Show legend

Show Ratings Pie Chart

To add a ratings pie chart to a PDF Dashboard report section, edit an individual section in the report and, in the Show list, select Ratings pie chart.

When you select Ratings pie chart, the following settings are available:

• Include the following security types

• Pie chart title

• Rating type

• Show legend

Reports With This Setting

PDF-Specific Reports

• PDF Dashboard

Holdings Reports

• Bond Analysis (PDF Dashboard only)

Related Settings

The following setting is related:

• Show Bar Chart

• Show Ratings Pie Chart