Back |
|
Show Chart (Net Worth Report)
Applies to: | ||
---|---|---|
✔ Dynamic |
✔ Client Portal |
Use this Net Worth report setting to show or hide a bar chart that summarizes net worth values over a series of dates that you set. The chart provides a clear visual summary of net worth change year over year on the client's report.
You can choose:
Selected. The report includes a summary section and a bar chart with optional trending line above the net worth table.
When you select Show chart on the Net Worth report, you can customize it using the following settings:
Cleared. The report displays only the table.