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Report Settings: Show Summary Chart Based On
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| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to choose whether to show a bar chart that summarizes flows, and whether the bar chart displays data based on net contribution or contribution rate.
You would choose based on what's clearest for your clients. Sometimes contribution rate can be confusing, especially if the report looks at inception contributions.
To hide the bar chart, clear the Show summary chart based on check box.
To see the bar chart, select the Show summary chart based on check box. When you select this option, you can then choose from the list either Contribution Rate or Net Contribution.
The title of the chart is automatically generated as [Date period] + [ Show summary chart based on selection] Summary.
Date period set to Inception to Date.
Show summary chart based on set to Net Contribution.
The title automatically generated is Inception to Date Net Contribution Summary.
| Show summary chart based on cleared |
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No bar chart is displayed. |
| Show summary chart based on selected and set to Contribution Rate |
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A bar chart summarizing the contribution rate (%) for the date period is displayed. |
| Show summary chart based on selected and set to Net Contribution |
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A bar chart summarizing the net contribution ($) for the date period is displayed. |
Functionality is the same in the full PDF report template as in dynamic reports.
When you add the Capital Flows report to one of the PDF Dashboard panels, you can choose to add one of the three Capital Flows sections to the panel. The options are:
Account Value vs. Net Investment Chart
Summary
Summary Chart
For more information on the account value vs. net investment chart or summary table, see Show Account Value vs. Net Investment Chart and Show Summary.
To add the account value vs. net investment chart to the PDF Dashboard panel, click Summary Chart in the Show list.
When you add the summary chart, the following additional settings are available:
Transaction Reports
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PDF-Specific Reports
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