11 — Reference
The report library
Every chart and table that can appear in a report. You will not usually be choosing from this list — we select and configure components when we build your template — but it is worth knowing what each one is telling your clients, and it is the fastest way to find something you want added.
Use it two ways. If a client asks what a chart on page three is showing, search for it here. If you want something a report does not currently include, find it here and send us the name.
Each entry opens to a plain description of what it shows. The presentation options available are tucked underneath as Advanced — there if you want them, ignorable if you do not.
Two tags are worth reading. Category groups components by what they measure. Needs… flags a component that compares the portfolio against something — a benchmark, a peer group, a cash rate, or fund-level detail — and therefore needs that thing configured before it will show anything.