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Home > Advisor View > Reports > Dynamic and PDF Reports > Available Reports > PDF-Specific Report Sections > PDF Dashboard Report
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PDF Dashboard Report
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| Applies to: | |||
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| Dynamic | Mobile |
Client Portal |
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The PDF Dashboard section provides two, three, or four customizable panels on a page that each provide a snapshot of a full report. It is frequently used as an introduction to PDF reports, showing an overview of results the client will see detailed in the rest of the report.
A PDF dashboard includes two to four customizable panels. You can add any of the following reports to a PDF dashboard panel:
| Performance Reports | Holdings Reports | Transaction Reports | PDF-Specific Content | Financial Planning Reports |
|---|---|---|---|---|
This topic provides information about why you might use a PDF dashboard section and what settings you'll find there. For details on how to use or manage PDF dashboard panels, see Manage Panels on the PDF Dashboard.
The PDF dashboard displays up to four areas of unique content on a page, allowing you to answer such questions as:
What are Key Metrics I want Clients to Absorb? Use the PDF dashboard to highlight the most important take-away information you want to communicate to clients. For example, if you want to emphasize the impact of your investment strategy on performance, the PDF dashboard may feature an emphasis on asset allocation over time and performance.
Holdings Questions: How is the portfolio allocated by category? What are details of the portfolio's holdings? What would be the impact of selling a holding? What is the Household's overall net worth?
Performance Questions: How did the portfolio perform over time? How did performance by category compare with indexes or benchmarks? What impact did flows have on performance?
Transaction Questions: When did flows occur? What income was received and what income is anticipated? What were the realized gains for transactions?
An advisor wants to make sure that her clients understand what they're invested in and how they got there. To help clients take away the key information, the advisor has designed a PDF dashboard that focuses on allocation and flows.
Their dashboard helps clients focus on and answer the following questions:
How am I currently invested?
How have my investments changed over time?
What was the impact when I contributed or withdrew funds?
Using the PDF dashboard, you can provide multiple levels of detail in a report:
Very high level, provided by the summary dashboard at the beginning of the whole report.
More focused summary, provided by the dashboard at the beginning of each different section.
Very detailed, provided by the specific performance, transactions, or holdings reports.
The PDF Dashboard section includes the following features:
Choose Section Configuration. Select from among a number of configurations to find the perfect one for your needs.
Resize section sizes on the fly. Drag and drop borders to create sections that are the precise dimensions you want.
When resizing sections, remember that different account data will result in differently displayed results. Run sample reports to ensure charts and tables fit in resized sections for accounts with long names or large balances.
See Dashboard Preview. The dashboard builder gives you a quick preview of what each panel will look like based on your theme and setting configuration choices.
Previews on the dashboard are for general representation and placement. Not all of the selected report settings will be displayed. For example, the preview may display benchmarks and indexes differently from how they actually look when you run the report.
Include Custom Graphics or Text. Enhance your branding and provide explanations when you add custom graphics or text as section content.
Customize Section Content. Choose from among a wide variety of performance, holdings, and transactions reports to create a dashboard that includes the appropriate data for the report.
These steps only describe how to add a PDF dashboard to a template. For information on how to create a PDF report template in general, see create a PDF report template.
To add a PDF dashboard to an existing PDF template:
Open the PDF template you want to add the dashboard to.
Under the section list, select Dashboard and click Add.
Configure the dashboard as desired. For details on how to use or manage PDF dashboard panels, see Manage Panels on the PDF Dashboard.
Click Save.
To edit an existing PDF dashboard section:
Open the PDF template containing the PDF dashboard you want to edit.
In the list of sections, click the dashboard section.
Configure the dashboard panels as desired. For details on how to use or manage PDF dashboard panels, see Manage Panels on the PDF Dashboard.
To overwrite the existing section, click Save. To create a new PDF template incorporating those changes, click Save As New.
To delete a PDF dashboard from an existing PDF template:
Open the PDF template you want to remove the dashboard from.
Select the PDF dashboard and click ×.
In the Delete Section window, click Delete.
Click Save.
There is no advisor dashboard widget for the PDF Dashboard because the report is only available as a PDF section.
The following settings are available for the PDF Dashboard. Click the setting name for more details:
| Setting | Details | Available In... |
|---|---|---|
| PDF Report | ||
| Section Title | Designate what the section will be called in the PDF report. | X |
| Theme | Designate what theme the section will use. | X |
| Header and Footer | Choose a unique header and footer for the section or use defaults. | X |
| Account Grouping | Control grouping of accounts and groups. | X |
| Include Reports for Closed Accounts | Choose to show sections for accounts that were closed before the report as-of date. | X |
| Partial Returns |
Choose how to mark data points that have partial returns. Includes related setting:
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X |
| Show Actual Return Dates | Show the actual start date for partial period returns. | X |
| Layout | Set the basic panel configuration. | X |
| Show Panel Dividers | Show or hide dividing lines between panels. | X |
You can do any of the following actions with the PDF Dashboard report:
| Action | Available in PDF Report | |
|---|---|---|
| Run Report | Run dynamic report or PDF template. | X |
| Edit Report | Edit report view or template. | X |
| Copy Report | Copy report view or template. | X |
| Delete Report | Delete report view or template. | X |
| Share Report | Share report template with other firm users. | X |
| Learn More About Customizing How PDF Templates Look | Edit how the PDF report looks. | X |
