Non-editable templates

The Infront Portfolio Manager also contains templates for uploading evaluations to that cannot be edited or saved ("read-only templates"). You can find these in the licensed module "Dashboards" in the category "". These dashboard templates for are grayed out in the list of templates.

If necessary, use the "Save as..." command to create your own tables based on these templates.

In the Infront Portfolio Manager you will find, for example, the following tabular dashboard evaluations:

Customer Account - Assets
Customer Account - Stocks
Customer Account - Cash flow forecast
Customer Account - Income statement
Customer Account - Revenue
Customer Account - Profits and losses
Customer Account - Account postings
Customer Account - Performance
Customer Account - Risk
Customer Account - Securities transactions

In the individual person properties, you define for which persons the upload of templates for is permitted. Please also read the section Personal characteristics.