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