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How Show Maturity Ladder, Positions Table, Bar Chart, or Ratings Pie Chart Works In Dynamic Reports In PDF Reports Show Maturity Ladder Show Positions Table Show Bar Chart Show Ratings Pie Chart Reports With This Setting Related Settings

 

How Show Maturity Ladder, Positions Table, Bar Chart, or Ratings Pie Chart Works

Applies to:
Dynamic	✔ PDF	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:

• Maturity ladder

• Positions table

• Bar chart

• Ratings pie chart

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.

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In Dynamic Reports

This setting is only available in the Bond Analysis section of the PDF Dashboard.

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In PDF Reports

Show Maturity Ladder

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:

• Include the following security types

• Use the next call date data (setting details available under Show Bar Chart)

• View first X years

View First X Years

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.

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Show Positions Table

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:

• Include the following security types

• Use the next call date data (setting details available under Show Bar Chart)

• View top X positions, sorted by Y

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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:

• Include the following security types

• 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

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Show Ratings Pie Chart

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:

• Include the following security types

• Pie chart title

• Rating type (setting details available under Show Ratings Pie Chart)

• Show legend (setting details available under Show Ratings Pie Chart)

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Reports With This Setting

PDF-Specific Reports

PDF Dashboard

Holdings Reports

Bond Analysis (PDF Dashboard only)

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Related Settings

The following is related to this setting:

• Show Bar Chart

• Show Ratings Pie Chart

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