How to customise Portfolio Value reports in Home page - PP2015

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David Collins_7661389
David Collins_7661389 Member Posts: 2 ✭
edited August 2016 in Personal Plus and Home & Business
I know how to create a customised home page on PP2015 and am able to customise Net Worth graphs by clicking 'Options' and 'Customise this graph' in the home page view but there is no such option for Portfolio Value graphs.  

I can create customised portfolio graphs in the report centre but then how do I get that graph into a home page?

Any ideas?

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  • Shanika_7812218
    Shanika_7812218 Alumni Posts: 9 ✭
    edited December 2015
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    Hi David

    Thanks for your post.

    We can Customise by going to Investing > Portfolio > Options > Customize Current View

    Regards
    Shanika
  • David Collins_7661389
    David Collins_7661389 Member Posts: 2 ✭
    edited May 2016
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    Thanks for the reply but that addresses how to customise the Investing tab - I want to know how to customise the graphs I have created in the Home tab.
  • Shanika_7812218
    Shanika_7812218 Alumni Posts: 9 ✭
    edited December 2015
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    Sorry for that David.

    Go to home tab > Create new view > Then the pop up window comes up  (Customize view) > Under Investments > Select Portfolio value graph > Click add > Ok.

    Then it comes up on your home page. ( There are tabs created in home page to switch between actual home page & view 1, view 2 etc)

    You can even customize it even more by clicking on Customize tab.

    It will give you the option to customize, create or delete that view.

    Hope this helps.

    Cheers
    Shanika


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