ARCHIVE - Reports - How to save the results from a simulation into a report **Voyant Adviser, UK and Ireland**

Simulations and comparative charts are unavailable in the reports, because these views are created ad hoc, and are meant to be presented interactively. We don't have a way of recognising which particular iteration (of a simulation, or split screen) that one would want distilled into a report, given that you may generate any number of different comparative views, or simulations, when viewing a given plan.

We do, however, have a built-in screen capture tool that will enable one to export, into a Word document, the output from a simulation or, for that matter, any dual chart, or plan comparison.

About Chart Controls

Chart Controls are a set of tools which allow the Let's See charts (interactive results from financial plans and planning scenarios) to be easily adjusted with zoom controls. A clipboard is also available to capture comparisons between plans, or the results from any of the software's various simulations.

How to Activate the Chart Controls Panel

Click on any bar of the chart (in the Let's See screen), to open/display the chart legend. The chart legend (as shown here) features a button to activate Chart Controls.

Click this button and the Chart Control panel will display in the top-right corner of the screen.  

'Dual Chart' and 'Compare Plans' views, plus most simulations, present two charts, in upper and lower panels, i.e. in a 'split screen' format.

Now that the 'Chart Controls' panel is visible, you can proceed to run your chosen simulation, or - alternatively - open either the 'dual chart', or 'compare plans' mode. Once you have a 'split screen' view (e.g. after running a simulation) that you would like to export, note that the 'Chart Controls' panel, in the top-right of your screen, contains a clipboard icon (see illustration below), which enables the two charts, plus the panel below it (omitting the software's left navigation), to be saved to memory, much like clicking CTRL + C on your keyboard, when using Word. You may then run your report, and use a paste command (CTRL + V) to paste the results from memory into your Word format reports.




As an aside, you might note that each panel (within the split screen) has its own set of chart controls, which can be activated independently. To activate chart controls for the lower panel, for example, click on any bar of the bottom chart. The chart legend will display on both charts. Click the "Chart Controls" button, from the legend on the bottom chart, to activate the chart controls in the lower panel. Click the "Chart Controls" button on the legend on the top chart, to activate the chart controls in the upper panel. Chart Controls panels will display in the top-right corner of the upper and lower charts.

Zoom In / Zoom Out on the Charts

Chart Controls include buttons to zoom in and out on the charts. An additional pair of buttons is provided for views and simulations with two chart panels, to synchronise the scaling of the two charts and to zoom in or out on both charts simultaneously. Charts can also be magnified or reduced in scale individually.

Copy Charts, Simulation Results, Paste them Into Reports, Presentations

Once simulation results have been generated, or after the charts are scaled to your specifications, click one of the Clipboard icons to copy the charts to the computer's clipboard. Single charts can be copied either with or without the bottom control panel. The image will be stored temporarily in memory from which it can be pasted into a Word reports (including Voyant's Word format reports), Power Point presentations or other documents.

Views with upper and lower chart panels have two different clipboard functions. The clipboard icon in the upper chart panel copies only the upper chart, individually, whereas the clipboard icon in the lower panel copies both the upper and lower charts together with the chart panel beneath it. The chart panel is included as it may display simulation results or a legend of the colour coded information in the charts.

As a final note, the clipboard feature can capture the simple view of the chart legend if it is displayed onscreen when the screenshot is taken. However, the detailed view of the chart legend cannot be captured due the manner in which it is rendered by the software.