Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

In the Portfolio Desk workspace, you can search for the entities that result from the validations.

To search by entity:

  1. In the Portfolio Desk workspace, click the appropriate category in the left navigation.
    The Entity Summary workspace opens, displaying all available entities.
  2. Click the View By drop-down list and then select All.
  3. Complete the search criteria and then click Search.
  4. Click an entity in the list to see the list of exceptions associated with that entity in the bottom (exceptions) pane.