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Report Settings: Use Account Name in Chart Legend

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How Use Account Name in Chart Legend Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How Use Account Name in Chart Legend Works

Applies to:
Dynamic ✔ PDF

Client Portal

 

This setting allows you to determine how you want to label the financial accounts on the Account Analytics risk vs. reward scatter plot in the legend.

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In Dynamic Reports

This setting is not available for dynamic reports.

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In PDF Reports

Setting Report Output
Use account name in chart legend cleared

The account is just labeled Account in the chart legend.

Use account name in chart legend selected

The name of the account is displayed in the chart legend.

 

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Reports With This Setting

Performance Reports

 

 

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Related Settings

The following setting interacts with this option:

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