Client Facing Portfolio Report or have Portfolio grid with downloading

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.

 

  • Guest
  • Oct 19 2016
  • Will not implement
Employee Name Micco Fay
Client Name "shard name" uwosh
User System Admin
Functional Unit Portfolio
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  • Guest commented
    December 27, 2018 15:25

    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.

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  • Deleted User commented
    February 07, 2017 22:33

    What do they need the portfolio information for? 

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