This section of Solovis Academy is intended to be used as a location to search for help on specific topics. This is not a full course.
How to Edit Entity & Investment Properties (One at a Time) & How to Use the Since Date to Capture How Property Values Change Over Time
How to Use Spreadsheet Imports to Update Property Values in Bulk & How to Use the Date Column to Effective-Date Non-Static Property Values
How to Create Custom Property Definitions
How to Add a Custom Tag Set (Part One)
How to Add a Custom Tag Set (Part Two)
How to Modify Existing Tag Sets
Introduction to the Value Estimate Updater & When to Manually Run It
Default Value Estimation Methods Based on Special Entity Types & How to Override Using the Value Estimation Method Property
Market Value Types & Custom Estimate Levels
How to View Archived Market Values
Market Value Grid Editor: How to Use the Market Value Grid Editor to Update Multiple Market Values in Portfolio Analytics
Market Value Grid Editor: Entering Estimated Returns to Calculate Market Value Estimates
Introduction to Market Value Spreadsheet Imports
Using the Create Market Value Upload Template Shortcut
How to Edit/Delete Existing Market Values Using Spreadsheet Imports
About Book Values
How to Book Values
Recalculating Booked Performance When Booking Values for "One Day" or "Day Range"
"Use Blended Values" (Booked + Live Data): Interval Statistics Performance Report
Introduction to Transactions (Methods to Add Transactions, Transaction Groups, Impact of External/Internal on Performance Estimates)
Overview of Basic Transaction Properties
Entering Drawdown Fund-Related Transactions
Example "Above the Portfolio" Transaction Group (Investor Buy into Portfolio)
Checking for Mismatched Values Using the Above-Below Mismatch Check Report
How to Upload New Transactions using a Spreadsheet Formatted for Import
Using the PrimaryTxOffset Column to Create Transaction Groups
Transaction Imports: Creating Unique Transaction Import Numbers for Use When Updating Existing Imported Transactions
About the Import Trail (View Transaction Upload Details, Obliterate Transactions)
Using the Balance Cash Tool in the Transaction Grid Editor (Requires Setting a Default Tx Cash Account)
Deferred Cash Transactions
How to Download the Solovis Excel AddIn/Plugin
How to Create an Excel Plug-In Key for API Key Login Type Plugin Authentication
How to Copy a Table Reference into Excel (Solovis Excel Plugin)
How to Refresh Excel Data Sets using Download Options (Solovis Excel Plugin)
Using Parameter Permutations to Adjust Data Sets (Solovis Excel Plugin)
Adding a 'SolovisParams' Sheet for Parameter Permutation Transforms (Solovis Excel Plugin)
Drawdown Investment Monthly Cash Flows Report (how to locate, prerequisites, how to resolve data source errors)
Drawdown Investment Monthly Cash Flows Report Parameters
Composite Monthly Cash Flows Report
Drawdown Investment List Report Overview
Drawdown Investment List Report Parameters Part 1
Drawdown Investment List Report Parameters Part 2
Interval Statistics (PME Public Market Equivalent Analysis, Annualized IRR, Cumulative IRR Statistics Set Parameter)
Understanding the Date Parameter
Report Manipulation: Sorting and Grouping
Report Manipulation: Column Settings
Report Manipulation: Filtering
Report Manipulation: Modifying Table Settings
Report Manipulation: Show as Chart Report Option
Report Manipulation: Select and Adjust Report Columns
Saving Reports as Featured Links
About the Interval Statistics Report
Example Simple Interval Statistics Report Creation
Example Composite Interval Statistics Report Creation
Including Transaction Summaries in the Interval Statistics Report
Consecutive and Advanced Interval Sets (Rolling Intervals, Rolling Effect) - Interval Statistics Report
Introduction to Exposure Reports
Design Lab - How to Open a Saved Report Template
Design Lab - How to Create a New Blank Report
Design Lab - Adding Pages to Reports
Design Lab - Add Content to Reports (Solovis Charts)
Design Lab - Add Content to Reports (Solovis Tables)
Design Lab - Portfolio Selection & Application to Solovis Data within Reports
Design Lab - Adjusting Portfolio Selection (Report Configuration, Page Configuration, Chart/Table Products & Parameters)
Design Lab - When to Use a Multi-Page Section in a Report
Design Lab - Add Content to Reports (Custom Text & Custom Text Templates)
Design Lab - Add Content to Reports (Headers and Footers)
Design Lab - How to Add Headers and Footers to Entire Report
Design Lab - How to Export a Report
How to Create a Custom Report Part 1 (Report Path, Add Report)
How to Create a Custom Report Part 2 (add blocks, tailor report settings)
Report Settings (Auto-Run, Hiding Block Headers)
Report Layout Options (tabbed orientation)
Adding Parameters Above Custom Report Stacks
Mapping Custom Report Stack Parameters to Report Blocks
How to Access, Modify and Delete Custom Reports
How to Move or Delete a Block from within a Custom Report Stack
How to Create a Liquidity Model (Model Tab)
How to Create a Liquidity Model (Add Periods, Preview Model)
How to Create a Liquidity Model (Add Redemption Options, Link Investment)
Liquidity Reports and Analysis
How to Link a Liquidity Model to an Investment or Investments
Adding Tranches to a Liquidity Model
Modeling a Side Pocket in a Liquidity Model
Liquidity Models with Maximum % of Initial Units Redemption Options
