Back	Home > Data Dictionary > S > Show Chart (Summary Report)

Show Chart (Summary Report)

Contents

How Show Chart Works on the Summary Report

On the Summary report, Show chart displays the following five pre-determined data-points from your portfolio accounting system:

• Capital appreciation

• Income (both interest and dividend)

• Management fees

• Net contributions

• Other expenses

The date period for the Summary report chart is set by the first date period selected.

In Dynamic Reports

This setting allows you to show or hide a summary bar graph.

• To see the bar chart, select Show chart.

  A bar chart with five predetermined data fields is displayed above the summary table.

  

• To hide the bar chart, clear Show chart.

  The summary table is displayed by itself.

  

In PDF Reports

Functionality is the same in the PDF report templates as in dynamic reports.

Reports With This Setting

• Summary

Related Settings

For more information about setting up how charts look in dynamic reports, see Site Themes. For more information about setting up PDF template themes, see Understanding PDF Themes.

The following settings are related:

• Show Bar Chart

• Show Chart (Net Worth Report)

• Show Chart (Projected Income Report)