How to add a performance graph to the PDF report

Through Blueleaf's custom reporting feature, you can add a line chart or a column chart to represent a client's performance.

1. Start by searching for a household, then click on the Reports tab.

   

   
   

2. If you haven't created a report template before, you can start from scratch by selecting "create new template". If you have an existing report template, you can select it here and modify it. 

   
   

   

   
   

3. To add a graph to the performance report, you'll want to use the "performance bar chart" or "performance line chart" module. You can also drag and drop other report modules as you see fit.

   

   
   

4. Clicking "display options" for the module will give you some additional ways to set up the graphs

   

   Line charts can be set up to plot 2 separate lines for balance and cumulative net deposit/withdrawal, or plot only cumulative gain/loss

   

   For the bar chart, you can control whether or not the y axis starts at 0.

   

5. Lastly, you can save the report template for later use by clicking "save template". To generate the report, click "preview & create report".

   

It's also easy to generate this report across multiple clients, instead of a single client. Below are some articles to help you get started:

• Manage Report Templates
• Generate Reports Across Multiple Clients