A Portfolio Progress Bar Chart has been added that displays the total value of the entity in monthly, quarterly and yearly intervals from inception. This report is available in both Simple Invest 360 and Simple Fund 360
How to prepare the Report
|From the Main Toolbar, go to Reports.||
To download an individual report in PDF, Word or Excel format:
- On the left hand side of the Reports screen, Drag & Drop the Portfolio Progress Report from the Investment Reports list.
- Once the report has been dragged & dropped, select Options (to the right of the report).
- Select either Download PDF, Download Word or Download Excel.
You can also add this report to a Report Pack. See Reports for instructions.
How to change the date range of each bar within the Bar Chart.
- Once the Portfolio Progress report has been selected, select the options menu.
- Select Settings.
- Select the desired date range from the drop-down menu.