Interactive Reports
Interactive Reports provide dynamic, explorable data visualisations that go beyond static PDFs. They allow you to drill down, filter, and explore your investment data in real time.
What Makes Interactive Reports Different
| Feature | PDF Reports | Interactive Reports |
|---|---|---|
| Format | Static PDF | Live web-based |
| Filtering | Fixed at generation time | Filter in real time |
| Drill-down | Not available | Click to drill into detail |
| Date changes | Requires regeneration | Change date instantly |
| Sharing | Download and email | Share a live link |
| Export | Download PDF | Export to Excel or PDF |
Available Interactive Reports
Portfolio Dashboard
A comprehensive interactive view of a single portfolio:
- Performance chart — interactive time series with zoom and pan
- Allocation breakdown — click any segment to drill down
- Holdings table — sortable, filterable, with sparklines
- Attribution waterfall — visual performance attribution
Multi-Portfolio Comparison
Compare multiple portfolios side by side:
- Select up to 10 portfolios to compare
- Compare performance, allocation, and risk metrics
- Highlight differences and similarities
Client Overview
A consolidated view of all portfolios for a specific client:
- Total AUM and its breakdown
- Aggregate performance
- Combined asset allocation
- Key metrics and highlights
Market Intelligence
Market context for your portfolios:
- Benchmark performance
- Sector and geography trends
- Currency movements
- Relevant market events
Using Interactive Reports
Filtering
Use the filter panel on the left to narrow the data:
- Select specific portfolios or clients
- Choose a date range
- Filter by asset class, geography, or sector
Drilling Down
Click on any chart element to drill down:
- Click a pie chart segment to see the underlying holdings
- Click a bar in a performance chart to see that period's detail
- Click a holding in a table to open the security detail
Changing the Date
Use the date picker at the top to change the reporting date. The entire report updates instantly.
Sharing
Click Share to generate a shareable link. Recipients with Point access can view the live report. You can also set an expiry date on the link.
Exporting from Interactive Reports
| Export Option | Description |
|---|---|
| Export to PDF | Generate a PDF snapshot of the current view |
| Export to Excel | Download all the underlying data as a spreadsheet |
| Export Chart | Download individual charts as PNG or SVG images |