Model Portfolio Charts

Modified on Fri, 06 Jul 2018 at 09:27 AM

You may have noticed that your Model Portfolios have now been upgraded to show a Pie Chart breakdown of Assets and Funds.

If you would like to have these available for selection within a report you will first of all need to edit your existing Model Portfolios from within the Content Management section and click 'Update' to ensure the pie charts are saved as images.

Once this is complete you should find an option to include an Asset/Fund chart within the Report Wizard.  Please see instructions below

1. Select to Edit Model Portfolio

2. Select 'Update' to Save Charts

3. Select your Model Portfolio within the Report Wizard

4. Choose to include Fund/Asset Charts:

5. Final Report Output

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