Site Settings (Full Course)
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
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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)
03:13 -
4
Transactions (Default Transactions to Start of Day & How to Customize the Transaction Grid Editor)
04:47