Course Description
The Reporting Certification contains twelve chapters of content, with the core focus surrounding functionality related to:
- How to navigate and work with Solovis reports accessible from the Solovis Gateway Portal
- How to use the Solovis Excel Plugin functionality to link Excel reports to Solovis Data Sets
Supplementary material included in this certification are shorter chapters dedicated to reviewing some of the key concepts necessary for all users to understand – such as the Investment Model, Market Values and Transactions.
Altogether, the instructional videos included in this Certification total approximately 4 hours. This content is broken down into chapters and subchapters. On average, each video’s length is 3.5 minutes. Videos can be replayed as needed as you take the course.
Course curriculum
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1
Certification Introduction
03:22 -
3
Ch. 2: Market Values and Transactions
27:04 -
4
Ch. 3: Exposure Data and Exchange Rates
29:31 -
8
Ch. 7: Report Manipulation
21:31-
Quick Reference Card - Report Manipulation
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Report Manipulation Overview
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Report Manipulation: Sorting and Grouping
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Report Manipulation: Column Settings
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Report Manipulation: Filtering
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Report Manipulation: Modifying Table Settings
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Report Manipulation: Show as Chart Report Option
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Report Manipulation: Select and Adjust Report Columns
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Saving Reports as Featured Links
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Report Manipulation Quiz
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9
Ch. 8: Drawdown Investment Reports
22:42-
Quick Reference Card- Drawdown Investment Reports
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Drawdown Investment Reports Overview
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Drawdown Investment Monthly Cash Flows Report Introduction
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Drawdown Investment Monthly Cash Flows Report Details
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Composite Drawdown Monthly Cash Flows Report
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Drawdown Investment List Report Introduction
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Drawdown Investment List Report Details Part 1
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Drawdown Investment List Report Details Part 2
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Interval Statistics Report (Drawdown Investment Related Report Options)
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Drawdown Investment Reports Quiz
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10
Ch. 9: Interval Statistics Report
24:49-
About the Interval Statistics Report
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Example Simple Interval Statistics Report Creation
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Example Composite Interval Statistics Report Creation
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Including Transaction Summaries in the Interval Statistics Report
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Consecutive and Advanced Interval Sets (Rolling Intervals, Rolling Effect) - Interval Statistics Report
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Interval Statistics Report Quiz
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11
Ch. 10: Data Reconciliation and Review
03:09 -
12
Ch. 11: Building and Editing Custom Reports
30:58-
Quick Reference Card - Custom Report Stack Definition
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Introduction to Solovis Report Stack Definitions
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Add a Custom Report
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Add a Custom Report Part 2
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Setting Reports to Auto-Run
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Setting a Report to Tabbed Orientation
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Adding Report Stack Parameters & Parameter Mapping
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Edit Parameter Mapping
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Hide Report Options (Collapse Config Area)
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How to Access, Modify and Delete Custom Reports
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Delete or Move a Block from within a Report Stack
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Building and Editing Custom Report Definitions Quiz
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13
Ch. 12: Excel Plugin
39:52-
Quick Reference Card- Excel Plugin
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How to Download the Solovis Excel Plugin
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Troubleshooting the Excel Plugin
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How to Export Raw Data to Excel (Quick Excel Export)
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Excel Plug-in Export (Copy Table Reference as Data Set in Excel)
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How to Refresh Data Sets using Download Options (Download Current / Download All)
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How to Get the Report Link from a Data Set in Excel
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Using Parameter Permutations to Adjust Data Sets in Excel
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Adding a 'SolovisParams' Sheet for Parameter Permutation Transforms
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Excel Formulas Refresher
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How to Link an Excel Output Report to Solovis Data Sets Part One
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How to Link an Excel Output Report to Solovis Data Sets Part Two
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How to Link an Excel Output Report to Solovis Data Sets Part Three
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How to Link an Excel Output Report to Solovis Data Sets Part Four
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Excel Plugin Quiz
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