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.
Course Curriculum
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1
Interacting with Portfolio Analytics Reports
16:12-
Interacting with Portfolio Analytics Reports Course Intro
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Interacting with Portfolio Analytics Reports
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Understanding the Date Parameter
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Sorting, Grouping, and Filtering
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Table Settings & Column Settings
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Select Columns & Add Custom Columns
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How to Export Raw Data to Excel (Quick Excel Export)
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How to Quickly Show A Table As A Chart
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Quick Reference Card - Report Manipulation
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Interacting with Portfolio Analytics Reports Knowledge Check
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Interacting with Portfolio Analytics Reports Course Survey
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