Rev. Date April 5, 2021

Saving Views

What is a saved view?

A saved view remembers an investment or portfolio, template, and additional configurations, both generic (analysis period, relative to benchmark) and template-specific (scenario list, drawdown threshold), allowing you to access what you have already viewed at a later time. Some ways to use saved views:

  • Quarterly Portfolio Performance Report - Save a view of your Master Portfolio with a quarterly reporting template and easily access up-to-date charts on a recurring basis.

  • Monthly Manager Update - Save a view of a specific manager and your own custom tearsheet, or save a comparison view of your managers (up to 30) to check on refreshed data prior to a monthly update.

How do I save a view?

If you are viewing an analysis of an investment or portfolio and wish to save the view, click the “Save View” button in the top bar, enter a new name for the view, and click “Save View.”

If you wish to update a saved view, make any desired changes within that view then click the “Save View” button in the top bar, click the “Save View As…” and enter a new name for the view.

If you are viewing a comparison and wish to save the view, click the “Save View” button in the top bar, enter a new name for the view, and click “Save View.”

What is not saved in a view?

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”.

How do I access saved views?

To access the views you have saved, navigate to the “Reporting” button on the left side navigation. Saved views appear in the “Saved Views” list, and continue to be visible until deleted. Within the “Reporting” page, you can filter for “Recent Views”, "Saved by Me", "Scheduled", or “Requires Attention" if any updates are needed.

Can others view my saved views? What can I share?

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.

Can I revoke access to a saved view?

Until you delete a saved view, teammates will continue to be able to see it on the "Reporting" page.

Exporting Views

How do I export data from an analysis view?

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.

How do I access previously scheduled exports?

To access export history, navigate to the “Reporting” button on the left side navigation, previously scheduled exports will be stored on this page for saved “Compare Views'' until deleted.

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.

How do I schedule exports?

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

  • “Weekly” will export every Monday at 11AM EST

  • “Monthly” will export the first day of every month at 11AM EST

  • “Quarterly” will export the first day of every quarter at 11AM EST

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” page and clicking “Cancel Scheduled Export” under “Actions” at the far right.

What data can and cannot be exported from a view?

User-uploaded data and system data may be exported in PNG format for “Analysis Views”.

All user-uploaded data may be exported in Excel format for “Analysis Views” and “Compare Views”.

System data, or portfolios containing system data, have some restrictions for “Analysis Views”. In “Analysis Views”, certain analysis blocks do not permit exporting system fund data in Excel format, including the following:

  • Cumulative Return

  • Rolling Return

  • Calendar Returns

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.

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