Managing Portfolio Custom Sort Profiles
Intro
Portfolio custom sort profiles define the order in which categories in a specified category library display. You can create and maintain sort profile definitions via the “Portfolio Custom Sort Profiles” page, and then use them as the sorting specification for any number of portfolio statement templates.
Certain functionality in this application area requires you to have one or more specific user rights. For more information about any given right (i.e., what functionality it governs, etc.), please see the “Available User Rights” topic.
- “Open Portfolio Custom Sort Profiles Page”