Portfolio Overview

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

From portfolio 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 do so:

    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.
  • Change overview layout (optional)

    To do so:

    1. To change the overview layout, you must meet the following requirements:

    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.