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Rebalance Summary Charts Report
Why Use the Rebalance Summary Charts Report? |
Applies to: | ||
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Dynamic | Client Portal |
The Rebalance Summary Charts PDF report section lets you visually display and compare data about proposed trades. You can also customize your chart legends, labels, and more.
Use the Rebalance Summary Details PDF report section alongside this report to show data points of the proposed trades.
This report lets you present data that answer these questions:
How does a pie chart of the initial account compare to the account after the rebalance?
How does the initial account and/or post rebalance account details compare to the model target?
Here is a summary of ways you can display data on this report:
Grouping.Group your visuals and chart by choosing from a number of categories.
Compare visual data.Add one, two, or three pie charts to compare different rebalance summary data points. Add an optional chart legend.
Adjust Graphics.Add a gradient or display data as donut charts.
When customizing a PDF template that will contain the Rebalance Summary Charts report, you can use these settings to customize how the report will appear:
After customizing your PDF template, here are ways you can take further action to generate, edit, and delete reports, as well as share them with clients.
To learn more about reports in Tamarac, see Introduction to Reports.To learn more about how to generate a report, change the data displayed, print or export the report data, and more, see Basics of Working With Reports.To learn more about creating and using PDF reports, see Understanding PDF Reports and Workflow: Generate a PDF Report.