Rev. Date May 2, 2023

If there are managers or portfolios you are monitoring on a recurring basis, you can set them up in Analysis or Compare and save each configuration as a “saved view.” Analysis is where you can run different sets of analyses available on Venn for evaluating a single investment or portfolio. Compare provides quick metrics and high level analytics in a tabular format to help evaluate multiple investments and/or portfolios at once.

A saved view remembers the investments or portfolios, the Analysis template, and additional configurations, both generic (analysis period, relative to benchmark, etc.) and template-specific (scenario list, drawdown threshold, etc.). It allows you to access the analyses you have already configured at a later time with refreshed data.

Reports and templates created in Studio and/or Report Lab can be saved as well.

Some ways to use saved views:

In Analysis or Compare, click the “Save View” button at the top of the screen, enter a new name for the view, and click “Save View.”

If you wish to update a saved view, in Analysis, make any desired changes within that view then click the “Save View As…” button and enter a new name for the view. In Compare, make any desired changes then click the “Save View” button again to overwrite any changes or the “Save View As…” button to save as a separate view.

In Studio or Report Lab, click the save icon at the top left hand side to save the report. To save a copy of the report, click “Save As” and assign a new name.

When saving an “Analysis View” on any analysis page, you must first save any changes made to benchmarks and proxies, as well as portfolio line-up and weights using the "Save" or "Save as..." buttons within the allocation panel, in order for them to be reflected in a "Saved View". If you make changes to any of these elements without saving in the allocation panel first, these changes will not be reflected when you revisit the "Analysis View”.

Additionally, the portfolio allocations or the investment or portfolio’s benchmark and proxy configurations will not be saved in a view. For example, if you save a view and make changes to the portfolio’s asset allocation, you will see the updated asset allocation the next time you open the saved view instead of the asset allocation at the time the view was saved.

To access the views you have saved, navigate to the “Reporting” or “Saved Views” button on the left side navigation. The Saved Views library will show a list of all saved Analysis or Compare views as well as any Studio and/or Report Lab reports and templates saved to the workspace.

Your saved views are visible to others in your organization by default, additionally, you can directly share a copy of a saved view with others in your organization by sharing a saved view’s URL. Saved views are not visible to anyone outside of your organization.

Until you delete a saved view, teammates will continue to be able to see it on the “Reporting” or “Saved View” page. Saved views can be removed by clicking on the “...” icon and clicking “delete”.

To export data in PNG or Excel format from an analysis view, click the “Export” button in the top bar and select the format you wish to export. To export data for a specific analysis block only, click the download icon at the top right corner of each analysis block.

If you have a portfolio or a set of managers you are monitoring on a regular basis, it might be helpful to set up reporting and schedule an export so that you automatically receive updated data at your desired frequency.

To schedule an export, navigate to the “Compare” page and click the “Export” button in the top bar, then select the desired frequency:

If you wish to cancel a scheduled export, you can do so by clicking “Off” in the “Export” dropdown, or by navigating to the “Reporting” or “Saved Views” page and clicking on the “...” icon followed by “Cancel Scheduled Export”.

To access export history, navigate to “Reporting” or “Saved View”, and filter for “Scheduled”.

To view export history or download a previous export again, click the “Export” icon on the upper right hand side within the Compare view. Inside the export history dialog, you can view previously scheduled exports for that saved view, and re-download a previous export using the “Download” link.

User-uploaded data and system data may be exported in PNG format for “Analysis Views” and PDF format for Studio and Report Lab reports.

All user-uploaded data may be exported in Excel format for “Analysis Views”,“Compare Views”, and Studio and Report Lab reports.

System data, or portfolios containing system data, have some restrictions for exporting - certain analysis blocks do not permit exporting system fund data in Excel format due to third party data licensing restrictions, including the following:

This document highlights certain aspects of this feature. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.