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Adding or Removing a Benchmark

Want to recreate an existing PDF report, but change whether the benchmark is included? In just a few quick steps, you can generate a new version of the report either with or without the benchmark.

 


 

How to Add or Remove a Benchmark in Reports:

1. Head to the Report Builder page. 

How to Duplicate a Custom PDF Report on YCharts - Step 0

 

2. Select the three dots all the way to the right of the report you'd like to copy and then select "Duplicate" from the dropdown menu. 

How to Duplicate a Custom PDF Report on YCharts - Step 1

 

3. Click on the report name in the upper left corner, then select "Report Settings".

Include Benchmark in YCharts PDF Reports - Step 0

 

4. Check or uncheck the "Include Benchmark" option, then select "Submit". 

Include Benchmark in YCharts PDF Reports - Step 1

Include Benchmark in YCharts PDF Reports - Step 2

 

5. To save, click the report name in the upper left corner then select Save.

Save a Custom Y-Charts Report - Step 2

 

Other Popular Customizations:

Dollar Values in Reports

Invested Holdings in Household Reports