Design Lab (Full Course)
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Course Description
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.
Course Curriculum
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1
Introduction to Design Lab
10:45 -
2
Add Content to Reports
29:53-
Adding Pages to Reports
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Report Properties & Page Properties
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Add Content to Reports (Solovis Charts)
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Chart Frequency & Partial Period Settings
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Add Content to Reports (Solovis Tables)
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When to Use a Multi-Page Section in a Report
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How to Adjust the Selected Columns in a Solovis Performance Table
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Adjusting a Table's Properties for Formatting & Display Purposes
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Solovis Data Options
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Portfolio Selection & Application to Solovis Data within Reports
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Adjusting Portfolio Selection (Report Configuration, Page Configuration, Chart/Table Products & Parameters)
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3
Custom Text & Headers/Footers
07:39 -
4
Miscellaneous (Export Report, Manage Templates, Image Library)
02:23