How to Check Standard Dashboards

Prerequisites

We assume you have all prerequisites you may need, including:

1. If needed: the VPN is configured to access the Finmars resources
2. If needed: access to the Virtual Machine to work with the sensitive information
3. Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
4. Must have: having permissions set to allow continue with the Action in the Guide
   
5. Must have: to create a new Workspace you must have a License Key (provided by Finmars)

Checking Standard Dashboards

1. Go to the Dashboard tab in the left-side menu.
   
   
2. At the top of the page (next to the save icon), you will see the current dashboard layout name. Click on this name to open the dropdown menu listing all available layouts.
   
3. From this dropdown, select the standard dashboard you want to check (e.g.,here Balance,is Profitan and Loss, Configuration Helper, STD Manual Import, etc.). Standard dashboards are indicated clearly without custom naming.
   
   
4. At the bottomoverview of theStandard dashboard,Dashboard several icons provide additional functionality:Layouts:
   1. SaveOverview allows– savingDisplays thea currenthigh-level dashboardsummary viewof key financial metrics like NAV, P&L, cash flows, and settingsbalance for quick future access.trends.
   2. ExportBalance allows– exportingProvides dashboarda datadetailed tobreakdown variousof fileportfolio formatsassets (Excel,categorized CSV,by PDF).asset type and geography.
   3. RenameCollateral enables– changingShows thecollateral dashboard’spositions, name.including instrument type, market value, and collateral MV.
   4. ShareConfiguration Helper lets– youContains sharesystem thetools currentfor dashboard.workflow management, calculations, imports, and analytics.
   5. Select from listMaturity lets– youDisplays choosefinancial instruments sorted by their maturity dates and openassociated previouslymarket saved dashboards.values.
   6. MakeProfit aand copyLoss creates– aPresents duplicateP&L ofdata theper currentportfolio, dashboarddisplaying toprofit edittrends withoutover altering the original layout.time.
      
5. After completingselecting thesethe steps,layout, verify once again that displayedthe information displayed is correct and accurately reflects the current data status. If any discrepancies occuroccur, refresh the data and layout by clicking the Refresh button in the top-right corner to ensure you're viewing the latest information by clicking Refresh button in the top-right corner.information.