The Asset-Map report provides a visual representation of members and entities along with their associated financials. However, some financial details for certain members may not be visible in the current view. We suggest creating different Layouts to access alternate views of the household, enabling you to see the financials of specific members or entities on their own Asset-Map. This is particularly useful when you want to focus on the financials of a business entity without including other members, when isolating a business partner, reviewing a trust's finances, or examining education accounts for dependents, among other conversations.

Since Asset-Map is a visually engaging tool for remote meetings or live presentations, use your saved layouts to focus the conversation on the members that matter. Right-click/Alt-Click a blank area on the map, select the Layout menu option and click "Select an exiting Layout." Then select the desired layout from the pick list.

Previously created Layouts can be deleted from the Layouts interface. Use the "Select an existing Layout" pick list to choose which layout to delete. Click the Trash Can icon next to the desired layout.

Layouts can be included as part of a comprehensive report from the "Reports center" page. The Reports center is divided into sections. Look at the Asset-Map section and check the additional Layouts to include before clicking the "Generate Report" button.

Tip: When creating a new layout place your layout in a preferred order by including a number at the beginning of the name. For example:
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Default
1 Children
2 Trusts
3 Employees

12/2025