January 5th, 2018
This release introduces two new portfolio level report types, adds the ability to append comments to any report and applies several important bug fixes.
Please note: We have fully transitioned to the new user interface implemented earlier this year, and are no longer updating or supporting the old interface. Please login to web.trustexchange.com to access the current version of the Trust Exchange platform.
Two new reports are now available, including:
- Checklist Snapshot Report - This report displays the most recent status change for a checklist being monitored, when a change occurred during the selected timeframe. This status represents the current state of the checklist for each company, providing portfolio managers with a report on the present status of the companies they are monitoring.
The Checklist Snapshot Report can be generated at the list level by selecting it from the dropdown menu in the upper right corner of a list, or at the portfolio level by selecting it from the Reports Menu. To see an absolute view of current checklist status, select “All time” as the report timeframe. This will insure that the most recent status change is reflected in the report, regardless of when it occurred.
- Portfolio Summary Report - This report displays summary metrics for each list in a portfolio, providing an executive overview of the performance of a portfolio as a whole. In order to track metrics summarized in this report, a portfolio manager must first turn on the portfolio’s Metric Tracker by clicking the button located at the top center of the desired portfolio. When the Metric Tracker is turned on, summary data will be stored each day for the portfolio, and become available to be summarized in this report. Note: When creating this report for the first time, the Metric Tracker must be turned on for a few days to allow sufficient data to accumulate to generate a report. The Metric Tracker should remain on subsequently, allowing data to be stored daily for the Summary Report.
Metrics summarized include: The number of companies in a portfolio, the number of checklists being monitored, summary data about the current status of the companies and checklists, the number of alerts generated for the selected time period and a list of new companies that were added to the portfolio during the selected time period.
The Portfolio Summary Report can be generated by selecting it from the Reports Menu.
Adding Comments to Reports
Comments can now be added to any report as part of report generation. To add optional comments, type them in the Comments box when creating the report. To save a report with comments, click on the printer icon at the top right of the report to print out or create a PDF. The PDF can then be uploaded to Files and/or attached to events as desired.
Other Resources and Links
To research a company, sign up for a Free account, or sign in to an existing account please visit Trust Exchange.
To access our Help Center and Community Forum, please visit our Zendesk.
To inquire about our services or ask questions about this release please email firstname.lastname@example.org.