Hello, I have a Security Account set on PP. On that account, I own many securities which I’ve tagged (taxonomy) with the following Asset Classes: Equity, Debt, Commodity, CashEquivalents.
I created then a Grouped Account based on the above Security Account only - let’s name it “ABC”
I would like to get for “ABC” a pie chart report on Asset Classes that includes all classes BUT CashEquivalents.
Is that possible at all ? How can I do it ?
Thanks!
