Portfolio overview

The portfolio Overview tab displays a preconfigured set of portlets, enabling you to collectively view the portfolio information.

Note: The Overview tab is available only when it is enabled. For details, see Set up portfolio tabs.

How Overview tab can help you monitor the portfolio

From a portfolio's Overview tab, you can:

  • Collectively view the portfolio information.

  • Drill down on displayed data to view more detail.

  • Export the portfolio data to share with different people for review and analysis.

    To export the portfolio data:

    1. In the upper-left corner of the Overview tab, click the Export to PDF icon.
    2. In the PDF Settings window, configure what to display in the exported PDF.
    3. Click Export.

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Customize Overview layout

You can customize the layout of the Overview tab to display the information to meet your needs.

To change the layout:

  1. Prerequisites:

  2. In the upper-left corner of the Overview tab, click .

  3. In the Overview settings page, follow the instructions in Configure portfolio Overview tab to set the overview layout.

  4. Click Save.

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