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 as your jumping off point. 

• Customize Your Report

• • 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.
  • 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.
  • Add in your report  branding here. 

• Add Securities or Portfolios:

• • 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:

• • Click the “Generate” button in the upper right corner to produce your report.
  • Click the "Save" button to save this template to your account

Helpful Articles:

• Sections: Overview
• How to Create a Section
• How to Change the Size of Modules