Layouts
Customize AssetView dashboard layouts to control the display elements and arrangement of your portfolio views.
Overview
Layouts allow you to customize the look and feel of AssetView through your control of the elements on dashboard pages. The default configuration defines a set of layouts. In Settings>Layouts, you may create, edit, and delete Layouts.
Creation
Creating a Layout includes the following steps.
- Assign it a label (i.e. a friendly name)
- Optionally assign it to a Group (to keep your Layouts organized)
- Optionally assign it an Order (to control display of your Layouts)
- Optionally give it a Description
- Assign it to a page or multiple pages
- Add Features - pre-packaged widgets that present financial data, such as Rollup Profit Panel, in the form of lists and graphs
Interactivity
- You may hover on a segment of a pie graph to get more information.
- You may double click on a pie graph segment or on a summary list item to get detailed information about the underlying accounts or assets.