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Welcome to ENV 2 Insider, your monthly e-newsletter for quick tips on how to take advantage of your new, robust platform. |
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Tip of the Month Adjust Width or Expand Text Looking at a column where the text cuts off? With one click, you can easily adjust the width or expand the text. Step 1: Click on the column title where the text appears to reveal a dropdown menu. To adjust the column width, click the “+” or “-” symbols next to “Adjust Width” and watch the width increase or decrease incrementally to your desired view.
Step 2: You can also choose to adjust the text by selecting “Expand Text” and the text will automatically wrap within the cell. Click “Collapse Text” and the text will revert back to the original spacing.
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Feature Spotlight Custom Report Groups Custom report groups allow advisors to view performance that combine a select group of clients (investors), multiple accounts by products (products), or multiple accounts by accounts (accounts). From the Practice tab under Performance and Billing, select Report Groups. Click on the grouping icon and select “Custom”. Click on the add icon and specify which type of custom report group you’d like to create.
Check off the investors, products or accounts you would like grouped and create a specific name for that grouping. Your new custom group will be saved and appear under Report Groups going forward. Use the gear icon to then view performance reports for your custom group.
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| The information and analysis expressed herein is for general and educational purposes only and is not intended to constitute legal, tax, securities, or investment advice. The graphical illustrations contained herein do not represent any client information or actual investments. The information provided is based on currently available information as of the date of this writing and may be subject to change at any time without prior notice. Envestnet makes no representation that the information provided is accurate, reliable or error-free. Envestnet reserves the right to add to, change, or eliminate any of the services listed herein without notice. FOR ADVISOR USE ONLY - NOT FOR PUBLIC USE |
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