The Portfolio Management dashboard gives you an overview of data in your account.
Open Folios
In the Toolbar, click the Folios icon.
View Account Overview
The Folio dashboard displays an aggregate overview of all data in your account that is refreshed daily.
View Weekly Overview
The Weekly Overview graph displays a filtered view of data added to your account in the past seven days.
View Trending Data
The Trending Data chart shows trends in your account. The chart rotates to display trending skills and trending companies.
View Recently Active Users
You can view a list of recently active users in the account. Use the arrow buttons to scroll through the list.
View Activity Feed
The Activity Feed shows a list of recent activity in your account. Each activity item includes a time range [1], an action icon [2], and a description of the activity [3]. Activity events that display in the list may include assignment and course activity, user access, admin activities such as uploading data or network settings, and more.
View Navigation Menu
You can use the navigation menu to access different parts of your account, including user directories, network settings, and integration settings.
