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Executive Summary Portfolio Allocation Graph

Questions on using, creating, or understanding data in Fund Manager reports.
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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
 
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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
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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
 
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Location: Somers Point NJ
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