Summary: Client wants to be able to download portfolio information without going through AW support.
Proposed Solution: Create a client facing report/download that allows clients to download all portfolios and their associated portfolio information (not opportunity info, unless it's just # of opportunities associated with portfolio). This could also be accomplished using present the AW grid technology but applying it to portfolios, instead of current search view with portfolios.
Employee Name | Micco Fay |
Client Name "shard name" | uwosh |
User | System Admin |
Functional Unit | Portfolio |
I have had a few clients ask for Client facing reports like this. This particular report would be pretty useful when comparing fund information to portfolio information. Also, sometimes we ask them to provide us with portfolio IDs for their requests and this report would provide that.
What do they need the portfolio information for?