The Solovis Reporting Certification contains twelve chapters focusing on:
- Introductory lessons related to Core Portfolio Analytics Functionality
- How to navigate and work with Solovis reports within Portfolio Analytics
- How to use the Solovis Excel Plugin to link Excel reports to Solovis Data Sets
Time Commitment
The certification is designed to be flexible and fit into your schedule:
Average lesson length: ~3.5 minutes
Total completion time: ~4 hours
Pause and resume anytime
Content remains accessible after completion
Course curriculum
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1
Certification Introduction
03:22 -
3
Ch. 2: Market Values and Transactions
08:35-
Quick Reference Card - Market Values
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Quick Reference Card - Transactions
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Introduction to Market Values, Portfolio Analytics Value Estimate Updater, and Value Estimate Calculation Trace
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Introduction to Transactions (Methods to Add Transactions, Transaction Groups, Impact of External/Internal on Performance Estimates)
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Market Values and Transactions Quiz
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4
Ch. 3: Exposure Data and Exchange Rates
27:29 -
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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