Year Over Year report - Insights in NXT - recommendations

Andrea Nargan

Hey - 


My boss likes to see monthly YOY reporting on specific funds. Can you tell me if there are any OUT OF THE BOX reports. If not, what report do you recommend in Insights?  He like a thermometer style view.


Please share your thoughts?


Desperate in MN!  


Thanks

Andrea

Daniel R. Snyder

Andrea, 


Not sure how many specific funds your boss would like to view, but in the reporting (formerly analyze section). You could use the overview dashboard and filter on specific funds to get a year over year by month report. Then you can save each view for easy access.


Dan