Tour of the Portfolio Audit App
Ana George
19 steps
2 minutes
Orionadvisor
1
Navigate to [https://api.cloud.orionadvisor.com/orionconnectapp/#/orion/dashboard](https://api.cloud.orionadvisor.com/orionconnectapp/#/orion/dashboard)
2
Click Portfolio Audit from the left sidebar menu or search for it in the Looking for Something search bar.
3
The Portfolio Audit landing page will be the Dashboard page.
4
Select the entity level that you would like to review.
5
To open the Portfolio Tree click on the Household or Account and then select the arrow from the top right.
6
Use the Portfolio Tree to open specific accounts or jump to other levels within the household. For example, dive into the transactions within a specific account.
7
Right Click on an entity to open the menu. From here you can run a report, edit the entity, or jump to other levels within the Household.
8
If you select Edit you can update the fields within the entity and then click Save.
9
The Portfolio Audit tool also has various audits for you to review. These audits help ensure that your account data is accurate and up to date.
10
In the top right corner there is an Action menu that will allow you to export the grid to excel, create a new record for whichever entity level you are currently in, and more.
Customizing Your View
11
Select the Filters option to add a filter to the grid.
12
Click this dropdown to view the different fields that you are able to filter by.
13
Add, remove, or re-order the columns by clicking the Columns option.
14
Click show disabled columns to view the full list of available columns.
15
Check the box for the new column you would like to add and drag to rearrange.
16
Click Groupings to group the entities together using various criteria.
17
You can select the criteria from this drop down and then select to aggregate the columns to sum, average, or show the min/max.
18
To Save your edits as a new view click the pencil icon on the top right.
19
Name your new view and select if you would like it to be the default view for any time you open the page within Orion.
Tour of the Portfolio Audit App
Ana George
19 steps
2 minutes
Orionadvisor
1
Navigate to [https://api.cloud.orionadvisor.com/orionconnectapp/#/orion/dashboard](https://api.cloud.orionadvisor.com/orionconnectapp/#/orion/dashboard)
2
Click Portfolio Audit from the left sidebar menu or search for it in the Looking for Something search bar.
3
The Portfolio Audit landing page will be the Dashboard page.
4
Select the entity level that you would like to review.
5
To open the Portfolio Tree click on the Household or Account and then select the arrow from the top right.
6
Use the Portfolio Tree to open specific accounts or jump to other levels within the household. For example, dive into the transactions within a specific account.
7
Right Click on an entity to open the menu. From here you can run a report, edit the entity, or jump to other levels within the Household.
8
If you select Edit you can update the fields within the entity and then click Save.
9
The Portfolio Audit tool also has various audits for you to review. These audits help ensure that your account data is accurate and up to date.
10
In the top right corner there is an Action menu that will allow you to export the grid to excel, create a new record for whichever entity level you are currently in, and more.
Customizing Your View
11
Select the Filters option to add a filter to the grid.
12
Click this dropdown to view the different fields that you are able to filter by.
13
Add, remove, or re-order the columns by clicking the Columns option.
14
Click show disabled columns to view the full list of available columns.
15
Check the box for the new column you would like to add and drag to rearrange.
16
Click Groupings to group the entities together using various criteria.
17
You can select the criteria from this drop down and then select to aggregate the columns to sum, average, or show the min/max.
18
To Save your edits as a new view click the pencil icon on the top right.
19
Name your new view and select if you would like it to be the default view for any time you open the page within Orion.
