Course Description
For permissioned System Admin users, within the Admin tab of Portfolio Analytics is a section dedicated to Site Settings.
Learn what settings are available to you here and when and why you might use them.
Course Curriculum
-
1
Admin Tab (Site Settings Overview)
02:44 -
2
Advanced Customization to Interval Statistics Performance Report
10:39 -
3
Market Values (Customizing Value Types for Estimates)
02:28 -
4
Transactions (Default Transactions to Start of Day & How to Customize the Transaction Grid Editor)
04:47