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)

    • Introduction to Admin > Site Settings

    • Quick Reference Card - Admin (Site Settings)
  • 2

    Advanced Customization to Interval Statistics Performance Report

    • Performance Variations (Interval Statistics - IRR Variation & TWR Variation)

    • Reports JSON (Interval Statistics Customization)
  • 3

    Market Values (Customizing Value Types for Estimates)

    • Market Value Types & Custom Estimate Levels

  • 4

    Transactions (Default Transactions to Start of Day & How to Customize the Transaction Grid Editor)

    • Default TX To Start of Day (Other Settings)

    • TX Editor (Transaction Grid Editor Customization)

    • Site Settings Course Survey