How to Add Dollar Values Within the Allocation Modules

YCharts users now have the ability to show dollar values instead of percentages within allocation modules in PDF reports. If your meetings often get sidetracked explaining what each percentage means, switching to dollar values can make your reports easier for clients to understand.

To update the format, follow the steps below: 

1. Head to Report Builder and either:
   • Open an existing template and click the pencil icon to edit, or
   • Click Create New, then choose a blank or New Form template (select Allocation Report).
2. In the Report Editor, scroll to find the Allocation Module.
3. Click the module, and in the Edit column, change the format from Percent to Dollar.
4. Repeat for other modules where you want dollar formatting.
5. Click Generate to start building the report.
6. Select the securities you want to include.
7. On the next page, choose the security level.
8. Enter the Prepared For field with client or meeting details.
9. Click Generate Report to complete.