Report Builder: Overview
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.
How to Create a Report:
- Access Report Builder:
- Go to the Tools dropdown at the top of the YCharts page.
- Under the “Report” subheading, select Report Builder.
- Start a New Report or Use a Template:
- Click "Create New" in the upper right corner.
- You can either start from a blank template or select “New from YCharts Template” to use a pre-built template, such as a Comprehensive Overview or an Allocation Proposal.
- Customize Your Report
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- To edit content, click the pencil icon next to the report.
- Add modules by dragging and dropping them from the left panel (such as Full Page Image, Comp Table, Risk, or Attribution modules).
- You can remove, add, or edit pages by navigating the “Page View” on the left. To delete a page, click “Page View” and use the “Delete” button.
- To include your logo, use the Report Branding page.
- Add Securities or Portfolios:
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- Use the “View Securities” option at the top right to enter the ticker symbols or portfolios you want included. For comparison reports, input both portfolio symbols when prompted
- Generate and Export:
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- Click the “Generate” button in the upper right corner to produce your report.
- Click the "Save" button to save this template to your account