Report Builder is an intuitive, drag-and-drop tool that lets you create fully customized investment reports and PDF presentations. With five different report types that can feature your firm’s logo and branding along with 30+ modules covering returns, risk, allocations, exposures, holdings breakdowns and more, anyone can build their ideal report in no time.
Getting Started
Customizing Modules
Frequently Asked Questions
Getting Started
How to Create a Report
1. Go to the Tools dropdown at the top of the YCharts page and select Report Builder.
2. Click Create in the upper right corner.
3. Select your report orientation and number of securities to act as the default security setting for the report.
4. Add modules by clicking on the module groups to the left of the page. You can select multiple modules at once to be added and even auto-create a section.
5. To remove, add, edit, or rearrange pages, use Organize Pages.
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6. If you want to add your firm's logo and custom colors, you can add these under your Account Settings here.
7. Click the Generate button in the upper right corner to produce your report.
8. Click the Save or Save as button to save this template to your account.
Customizing Modules
Most modules allow for custom sizing and metrics. Both of these customizations can be found in the module editor pop up box. Not all modules have multiple size options or allow for the customized metrics to be used.
1. Select a module in your report - you should see the editor box appear.
2. To edit the size of the module, click on Module Size and choose from one of the options.
3. To edit the metrics of a module,
Frequently Asked Questions
How do I edit the disclosures in my PDF reports?
- Disclosures can be edited here under your Account Settings. If you do not have access to this page, please reach out to our support team for assistance.
Are these reports compliance approved?
- Any reports you create in Report Builder will not automatically be approved by compliance. You will want to reach out to them to get approval before sending to clients.
Is there a way to see all previous reports I've generated?
- Yes, you can view all previously generated reports under the Report History tab in the My YCharts tool.