Solovis Reporting Certification

The Solovis Reporting Certification contains twelve chapters focusing on:

  • Introductory lessons related to Core Portfolio Analytics Functionality
  • How to navigate and work with Solovis reports within Portfolio Analytics
  • How to use the Solovis Excel Plugin to link Excel reports to Solovis Data Sets

Time Commitment

The certification is designed to be flexible and fit into your schedule:

Average lesson length: ~3.5 minutes
Total completion time: ~4 hours
Pause and resume anytime
Content remains accessible after completion

Certification Curriculum

  • 1

    Certification Introduction

    • About this Certification

    • Download the Exercise Guide

    • Course Player Tutorial
  • 2

    Ch. 1: Investment Model

    • Quick Reference Card - Investment Model

    • Investment Model Overview

    • About the Special Entity Type Entity-Level Property

    • About Tag Sets

    • Investment Model Quiz
  • 3

    Ch. 2: Market Values and Transactions

    • Market Values - Quick Reference Card

    • Transactions- Quick Reference Card

    • Introduction to Market Values, Portfolio Analytics Value Estimate Updater, and Value Estimate Calculation Trace

    • Introduction to Transactions (Methods to Add Transactions, Transaction Groups, Impact of External/Internal on Performance Estimates)

    • Market Values and Transactions Quiz
  • 4

    Ch. 3: Exposure Data and Exchange Rates

    • Exchange Rates Overview

    • Exposure Data Overview

    • Understanding Exposure Roll-ups

    • Introduction to Exposure Reports

    • Exposure Over Time Reports

    • Exposure Quiz
  • 5

    Ch. 4: Asset Selection Sets

    • Asset Selection Sets Quick Reference Card

    • About Solovis Selection Sets

    • Selection Set Criteria Overview

    • How to Create an Ad Hoc Selection Set

    • How to Create and Save a Selection Set

    • Asset Selection Sets Quiz
  • 6

    Ch 5: Benchmarks

    • Quick Reference Card - Benchmarks (Portfolio Analytics)

    • How are Benchmarks Managed in Solovis

    • How to Assign a Benchmark to an Asset

    • Benchmarks Quiz
  • 7

    Ch 6: Liquidity

    • Liquidity Model Overview

    • Liquidity Reports
  • 8

    Ch. 7: Interacting with Portfolio Analytics Reports

    • Report Manipulation Quick Reference Card

    • 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

    • Interacting with Portfolio Analytics Reports Quiz
  • 9

    Ch. 8: Drawdown Investment Reports

    • Drawdown Investment Reports Quick Reference Card

    • Drawdown Reports Intro

    • Drawdown Investment Monthly Cash Flows & Composite Drawdown Monthly Cash Flows Reports

    • Behind the Scenes: Drawdown Investment Monthly Cash Flows & Composite Drawdown Monthly Cash Flows Reports

    • Drawdown Investment List Report Introduction

    • Drawdown Investment List Report: Uncovering Helpful NAV Details

    • Interval Statistics (Drawdown Related Statistics Set Options)

    • Drawdown Investment Reports Quiz
  • 10

    Ch. 9: Interval Statistics Report

    • About the Interval Statistics Report

    • Example Simple Interval Statistics Report Creation

    • Example Composite Interval Statistics Report Creation

    • Including Transaction Summaries in the Interval Statistics Report

    • Consecutive and Advanced Interval Sets (Rolling Intervals, Rolling Effect) - Interval Statistics Report

    • Interval Statistics Report Quiz
  • 11

    Ch. 10: Data Reconciliation

    • List of Data Reconciliation-Related Reports
  • 12

    Ch. 11: Building and Editing Custom Reports

    • Quick Reference Card - Custom Report Stack Definitions

    • Introduction to Solovis Report Stack Definitions

    • Add a Custom Report

    • Add a Custom Report Part 2

    • Setting Reports to Auto-Run

    • Setting a Report to Tabbed Orientation

    • Adding Report Stack Parameters & Parameter Mapping

    • Edit Parameter Mapping

    • Hide Report Options (Collapse Config Area)

    • How to Access, Modify and Delete Custom Reports

    • Delete or Move a Block from within a Report Stack

    • Building and Editing Custom Report Definitions Quiz
  • 13

    Ch. 12: Excel Plugin

    • Quick Reference Card- Excel Plugin

    • How to Download the Solovis Excel Plugin

    • Troubleshooting the Excel Plugin

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

    • Excel Plug-in Export (Copy Table Reference as Data Set in Excel)

    • How to Refresh Data Sets using Download Options (Download Current / Download All)

    • How to Get the Report Link from a Data Set in Excel

    • Using Parameter Permutations to Adjust Data Sets in Excel

    • Adding a SolovisParams Sheet to an Excel Workbook with Data Sets

    • Excel Formulas Refresher

    • How to Link an Excel Output Report to Solovis Data Sets Part One

    • How to Link an Excel Output Report to Solovis Data Sets Part Two

    • How to Link an Excel Output Report to Solovis Data Sets Part Three

    • How to Link an Excel Output Report to Solovis Data Sets Part Four

    • Excel Plugin Quiz
  • 14

    Survey

    • Solovis Reporting Certification Survey

    • Verification of Course and Successful Quiz Completion