Importing Portfolio Updates from Excel

Creating a View

Resizing/Moving/Rotating Boundary

Creating Embedded Xyicons in the Xyicons Module

Updating Xyicons in the XYICONS Module

Creating an Unplotted Xyicon in the XYICONS Module

Conditional Formatting Panel

Changing a Markup's Appearance

Captions Panel

Cloning a Report

Creating a Report

Importing Boundary Updates from Excel

Importing Xyicon Updates to the Whole Organization

Viewing and Updating Spaces

Creating a New Space

Switching between Organizations

Jul - Oct 2020

Jan 2021

Submit a Feature Request

Adding Xyicons to your Space