You can add and edit portlets in the Overview tab of your portfolio for portfolio data analysis and reporting. You can also export portfolio portlets to PDF files.
Note: The Overview tab is available only when it is enabled. For details, see Set up portfolio tabs.
Export portfolio portlets
You can export portfolio portlets to share with others for review and analysis.
To export portfolio portlets:
- In the top-left corner of the Overview tab, click Export to PDF.
- In the PDF Settings window, configure what is included in the exported PDF.
- Click Export.
Add or edit portlets
You can edit the predefined portlets that are inherited from the portfolio type. You can also add self-service portlets based on your needs.
To add or edit portlets:
You are allowed to override the Overview tab settings of your portfolio. For details, see Configure Overview tab.
Turn on the Edit Mode toggle.
Follow the instructions in Configure Overview tab to set the overview layout.
If you want to apply the overview layout settings inherited from the portfolio type, click Restore to Default.
Turn off the Edit Mode toggle to exit editing. Your changes to the page are saved automatically.