Overview
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. |
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| Select Reports. |
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To download an individual report in PDF, Word or Excel format:
- On the left hand side of the Reports screen, search for the Portfolio Progress Report.
- Select the green arrow to add the report to the Report Pack List.
- Select either Download PDF, Download Word or Download Excel.
You can also add this report to a Report Pack. See Reports for instructions.
Optional, to view with data dating back to the inception of accounting data first entered. Select Settings and toggle the option on to view.
How to change the date range of each bar within the Bar Chart.
- Once the Portfolio Progress report has been selected, select Setting.
- Select the desired date range from the drop-down menu.
How to view data dating back to the inception of the entity?
- Once the Portfolio Progress report has been selected, select Setting.
- Toggle the option to be on, to show from inception. Then select Save