Back |
Home > Advisor View > Data Dictionary > S > Report Settings: Show Maturity Ladder, Positions Table, Bar Chart, or Ratings Pie Chart
|
Report Settings: Show Maturity Ladder, Positions Table, Bar Chart, or Ratings Pie Chart
How Show Maturity Ladder, Positions Table, Bar Chart, or Ratings Pie Chart Works |
Applies to: | ||
---|---|---|
Dynamic |
Client Portal |
When you add the Bond Analysis report to a PDF dashboard, you can choose to show any of four different types of bond-related information:
This setting allows you to select which bond analysis information is displayed in the PDF Dashboards 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 dashboard.
This setting is only available in the Bond Analysis section of the PDF Dashboard.
To add a maturity ladder to the PDF Dashboard section, in the Show list, select Maturity Ladder. When you select Maturity Ladder, the following settings are available:
Use the next call date data (setting details available under Show Bar Chart)
This setting allows you to set how many years are shown in the maturity ladder in the PDF Dashboard panel. You can choose to display:
5
10
15
20
20+
Setting | More Information |
---|---|
View first set to 5 years |
Redemptions occurring in the next five years are displayed. |
View first set to 20+ years |
Redemptions occurring for all future years are displayed. |
To add a positions table to the PDF Dashboard section, in the Show list, select Positions table. When you select Positions table, the following settings are available:
Use the next call date data (setting details available under Show Bar Chart)
To add a bar chart to the PDF Dashboard section, in the Show list, select Bar chart. When you select Bar chart, the following settings are available:
Settings detailed under Show Bar Chart:
Bar chart title
Cart orientation
Primary axis type
Secondary axis type
Number of years to display
Use next call date data
Include average line for secondary value
Include ____ smoke stack
Show legend
To add a ratings pie chart to the PDF Dashboard section, in the Show list, select Ratings pie chart. When you select Ratings pie chart, the following settings are available:
Rating type (setting details available under Show Ratings Pie Chart)
Show legend (setting details available under Show Ratings Pie Chart)
PDF-Specific Reports
|
Holdings Reports
|
|
The following is related to this setting: