Chart Options

Chart Options are typically left enabled to provide visual representation of data within the statement.

For the two-page PDF print version, the chart under the Estimated Tax Savings section is automatically removed.


📐 Customize Chart:

  1. Go to Design.
  2. Select Chart Options from the dropdown.
  3. To control chart visibility, simply uncheck the corresponding boxes.

  4. Enter HTML color codes directly in the color fields.
  5. Or click the color squares to select from the palette.
  6. Adjust graph size if necessary.

  7. Modify the number of decimal places shown in percentage values.

  8. Changes will take effect after you click Save.

📌 Note: Use brand-specific colors to maintain consistency with your organization's visual identity.


Quick Steps: Design → Chart Options → Charts Visibility → Colors → Graph Size → Decimal Places → Save