Contents

How Show Ratings Pie Chart Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How Show Ratings Pie Chart Works

Applies to:
✔ Dynamic ✔ PDF

✔ Client Portal

This setting allows you to show or hide a Bond Analysis pie chart that reflects the proportions of each rating appearing in the total bond portfolio. It also allows some customization of the chart.

You might choose to display a ratings pie chart with your Bond Analysis report for an at-a-glance visualization of the ratings within a portfolio.

In Dynamic Reports

You can choose:

When you select the Show ratings pie chart check box on the Bond Analysis report, the following settings appear:

In PDF Reports

Functionality is the same in the PDF report templates as in dynamic reports. The full PDF report and the PDF Dashboard report both offer the following additional settings:

Reports With This Setting

Holdings Reports

Related Settings

The following setting is related: