Asset Selection Sets (Full Course)
Asset selection sets let you define a group of investments and apply them to a report — on the fly or saved for reuse. This course shows you how to build them and put them to work across your reporting.
Asset Selection Sets Course Intro
Introduction to Asset Selection Sets
Creating Filtered Asset Selection Sets On the Fly and For Reuse (Basic Mode)
Creating Advanced Filtered Selection Sets
Example Filtered Selection Sets
Fixed Asset Selection Sets: Creating a Static Asset List
Asset Selection Sets FAQ
Putting Asset Selection Sets to Work in Upload Templates
Quick Reference Card - Asset Selection Sets
Asset Selection Sets Knowledge Check
Asset Selection Sets Course Survey