Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Executive Summary Portfolio Allocation Graph

Questions on using, creating, or understanding data in Fund Manager reports.

Postby ricbertsch » Thu Jul 05, 2018 5:59 am

Mark:

Is there a way to remove the Portfolio Allocation Graph from the Executive Summary Report? Thanks
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 93
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ

Postby Mark » Thu Jul 05, 2018 8:49 am

Hi ricbertsch,

Yes. From within the report, choose "Options / Report Preferences... / Executive Summary / Pie Chart Type: (None)".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby ricbertsch » Thu Jul 05, 2018 9:09 am

Thanks Mark,

So simple, right there in front of me. I must have not recovered from the 4th Celebrations.
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 93
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ


Return to Reports

Who is online

Users browsing this forum: No registered users and 10 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.