Create Synopses

Instructions

  1. Select the Reports button in the top right corner of the PortfolioAnalyst page.

  2. Go to the Synopses panel.

  3. Click the Create + icon in the Synopses panel title bar.

    Image of the PortfolioAnalyst synopses widget.

  1. In the Create New Synopsis pop-up, enter the name of the synopsis and then the text you want to appear.

    There is no character limitation.

    Image of the PortfolioAnalyst create new synopsis panel.

  1. Click Save.

Your new synopsis is added to list in the Synopses panel. You can now select it when creating a custom detailed report.

 

Additional Resources