My Portfolio

To search an entity table on the My Portfolio page:

1. Scroll to the entity table you want to search.

2. Enter your search name in the Search field in the upper-right corner of the entity table.

3. Press the Enter key on your keyboard.

   The entities matching your search criteria appear in the table.

To open an entity from the My Portfolio page:

1. Find the entity you want to view.

2. Click the entity's name.

   The entity opens in the relevant module.

You can create a printable view of the data on the page.

1. If the page has a list layout, select the record you want to print from the list at the top of the page.

2. Click Printable View.

   This displays in the Actions menu on the right side of the page.

   A window opens, with the page data in a printer-friendly format.

3. Print the contents of the window.