Financial Portal

Dashboard

• Moving modules and dashboard navigation
• Creating, Editing and Deleting a module

Financial Reporting

• Introduction
• Accounts
• Summing subsections of accounts for single entities and groups
• Comparing to groups
• YTD or Monthly values?
• Metric breakdown

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Imports

• Import Manager
• Data availability

Strategies

• Evaluating Strategies
• Adding a Strategy

Configuration

• Group settings
• User Access
• Entity settings
• Reporting period

Portal FAQ

• Why aren't my Values showing up in the Reports?
• How do I delete an entity?
• How do I set/reset my password?
• Manually Input Data
• Create and Edit Modules on the Dashboard
• Import Data Tutorial - Monthly Process Pt.2

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