Creating a Portfolio Snapshot

Click Browse

Click Browse

Select Dashboard.

Select a Portfolio

Select a Portfolio

Select an option from the Portfolio drop down menu.

Select a Layout

  1. Click the Layout drop down menu and select an option.
  2. Click the Go button.

Apply a Filter to a Column

Apply a Filter to a Column
  1. Hover the mouse over the column heading to reveal the button for the drop down menu.
  2. Click to display the drop down menu.

Enter Filter Value

  1. Click Filter.
  2. Enter a numerical value in one of the three Filter fields.
  3. Click Apply.

Save New Portfolio

  1. Click Portfolio.
  2. Select Save items as new portfolio.

Enter New Portfolio Information

Enter New Portfolio Information
  1. Enter text in Name of New Portfolio field.
  2. Enter text in Description field (optional).
  3. Click the OK button.

View New Portfolio

View New Portfolio

The new view is now available in the Portfolio drop down menu.

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