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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Asset Selection Sets (Full Course)
Asset selection sets let you define a group of investments and apply them to a report — on the fly or saved for reuse. This course shows you how to build them and put them to work across your reporting.
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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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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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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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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.