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Report Settings: Show Maturity Ladder, Positions Table, Bar Chart, or Ratings Pie Chart

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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:

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:

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:

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:

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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:

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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:

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Reports With This Setting

PDF-Specific Reports

 

Holdings Reports

 

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Related Settings

The following is related to this setting:

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