Solovis Academy

Drawdown Investment Reports (Full Course)

This course reviews the commonly used Drawdown Investment-related reports in Solovis, including assessing PME and Annualized & Cumulative IRR analysis using the Interval Statistics report.

View Content

Data Reconciliation & Review Process (Full Course)

As part of routine data maintenance, there are certain reports available in Solovis that can assist with the data reconciliation and review process. Learn how to use these reports to verify the accuracy of your market value and transaction inputs.

View Content

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.

View Content

Data Diagnostics (Full Course)

The Admin tab's Data Diagnostics area offers permissioned System Admin users access to perform various permanent delete actions (deleting Entities, Investments, Market Values, Performance, Transactions, etc.) Learn how to perform these actions.

View Content

Site Settings (Full Course)

For permissioned System Admin users, within the Admin tab of Portfolio Analytics is a section dedicated to Site Settings. Learn what settings are available to you here and when and why you might use them.

View Content