Solovis Academy

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.

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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.

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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.

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