Overview
The Asset Allocation by Investment Account Pie Chart report visually represents asset allocation based on control accounts. Unlike the standard Asset Allocation Pie Chart report, which groups investments by asset class, this report categorises assets by control accounts.
How to Generate the Report
| Navigate to Reports from the Main toolbar on the left side | |
| Further, select the Reports section |
Instruction
1. Search for Asset Allocation by Investment Account Pie Chart using the Search Report bar. Alternatively, locate the Asset Allocation by Investment Account Pie Chart under Investment Reports.
2. Add the Asset Allocation by Investment Account Pie Chart to Report Pack by selecting the Add To Pack arrow.
3. Once the report has been added, select Settings (to the right of the report).
Toggle on to exclude 60400 Bank Accounts from the Investment Report. Click Save.
4. Select either Download PDF, Download Excel or Download Word.
You can also add these reports to a Report Pack. See Reports for instructions.