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Benchmarks

Delete benchmarks

Removing benchmarks is similar to adding benchmarks.

Maximum number of benchmarks being displayed

Please note it is not possible to have a program with no benchmarks. Even if you follow the steps described below to remove/delete all benchmarks there will always remain two default benchmarks assigned to a program. However, any chart has an option to limit number of benchmarks being displayed. If all charts on a template are correctly set up then there will be no benchmarks displayed.

Delete benchmarks — Maximum number of benchmarks being displayed
Delete benchmarks — Maximum number of benchmarks being displayed

Remove benchmarks available in TopSheets

1) Click Benchmarks in the right sidebar.

Delete benchmarks — Remove benchmarks available in TopSheets

2) Click the dustbin icon to remove a benchmark.

Delete benchmarks — Remove benchmarks available in TopSheets

Delete custom benchmarks

1) Select a custom benchmark in the left sidebar. Then click Benchmark Name in the right sidebar.

Delete benchmarks — Delete custom benchmarks

2) Click “Delete benchmark” and “Save”.

Delete benchmarks — Delete custom benchmarks

Continue your fund reporting workflow

This feature supports consistent fund performance reporting and automated factsheet updates. Continue with Add and configure statistics and Fund factsheet production software.