Executive Summary Report V11 Beta7

[elliots]

Mark,

Glad to see the options on the pie chart but . . .

The "None" option just spreads the left col data across the page -- I was hoping for an editable text box.

I'm glad to see the options, but the legend should reflect the option chosen -- either right below "Portfolio Allocation" or below the pie chart.

Elliot

[Mark]

Hi Elliot,

Yes, I was aware of the desire for an editable text field. It just didn't make it into this version. Maybe in the future. I didn't follow this comment:

I'm glad to see the options, but the legend should reflect the option chosen -- either right below "Portfolio Allocation" or below the pie chart.

?

[elliots]

Mark,

What I meant was, whichever of the options chosen should print on the report as part of the legend, for example

"Portfolio Allocation based on Asset Type" OR
"Portfolio Allocation based on Investment Goal"

Elliot

[Mark]

Hi Elliot,

Okay, thanks for the feedback, I understand now.