Courses
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Interacting with Portfolio Analytics Reports (Full Course)
Discover how to use Portfolio Analytics' flexible reports - from adjusting parameters, headers, and alignment to sorting, filtering, and exporting data.
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Design Lab (Full Course)
Design Lab is a best-in-class reporting tool that can be leveraged by Solovis clients to create report templates that include data sourced from Portfolio Analytics. Learn how to use this reporting tool in this course.
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Interval Statistics Report (Full Course)
This course demonstrates the creation of several example Interval Statistics reports and explains how to use the report parameters.
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Solovis Excel Plugin (Full Course)
Learn how to utilize the Solovis Excel Plugin and the Excel export options available in Portfolio Analytics reports.
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Asset Selection Sets (Full Course)
Learn how to use a helpful Solovis reporting feature called Selection Sets. A Selection Set is a list of assets that have been filtered by defined criteria based on any property or properties that you define.
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Drawdown Investment Reports (Full Course)
This course reviews the commonly used Drawdown Investment-related reports, including assessing PME as well as Annualized and Cumulative IRR analysis in the Interval Statistics report.
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Building & Editing Custom Report Definitions (Full Course)
This course reviews the process for creating a new report, adding blocks, tailoring report settings, adding parameters to the report stack, and managing report stack and block options to create the desired report output.