Portfolio
Use the Portfolio screen to create filters that can be used to track information. For example, if you manage several institutions that own multiple brands, you can group information in reports by creating a row on the Portfolio screen for each institution that you manage.
Fields on the Portfolio screen
| Field | Description | Notes |
|---|---|---|
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Audits |
View a history of changes to the screen. |
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Add Row |
Create a new row. |
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Search |
Type your search criteria in the field. The table automatically updates to meet the search criteria. |
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Code |
A unique identifier provided by your organization. |
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Name |
Name of the portfolio. |
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Exclude from corporate reports |
If selected, this portfolio will not appear in reports. |
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Indicates that the new row cannot be saved because a required field is empty or contains a duplicate entry. |
This icon appears only if you are adding or editing a row. |
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Removes the row from the table. |
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Creates a copy of the row. |
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