Course curriculum

  • 1

    Interacting with Portfolio Analytics Reports

    • Interacting with Portfolio Analytics Reports Course Intro

    • Interacting with Portfolio Analytics Reports

    • Understanding the Date Parameter

    • Sorting, Grouping, and Filtering

    • Table Settings & Column Settings

    • Select Columns & Add Custom Columns

    • How to Export Raw Data to Excel (Quick Excel Export)

    • How to Quickly Show A Table As A Chart

    • Quick Reference Card - Report Manipulation

    • Interacting with Portfolio Analytics Reports Knowledge Check

    • Interacting with Portfolio Analytics Reports Course Survey