Search for Entities

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.
   The system displays the entities that match the search criteria.

4. To view the exceptions associated with an entity in the bottom (exceptions) pane, click that entity in the list.