Reports → Datasheets → Define Datasheets
Portfolio managers can define which columns are displayed in a datasheet from the Columns tab of the New Datasheet, Datasheet Properties, and Datasheet Type Properties dialog boxes.
You can set up a datasheet to group data by a specific box's values, and sort data by each value in a specific column on the Organize tab of the New Datasheet, Datasheet Properties, and Datasheet Type Properties dialog boxes. For example, you select Status from the Group By list, Start from the Sort By list, and then select the Descending option.
The groups specified on the Organize tab of the New Datasheet, Datasheet Properties, and New Datasheet dialog boxes are used to create the layers of drill-down on charts in the Charts tab.
If you are creating or editing a datasheet that is assigned to a datasheet type, you cannot edit any of the datasheet properties on the Columns, Filters, Organize, Time Views, or Dashboard tabs on the New Datasheet or Datasheet Properties dialog boxes.
Add a datasheet for most item types.
As you review a datasheet that displays data in a portfolio, you may decide that you want to see the same datasheet columns, but with different data, in a different portfolio. Copying a datasheet will also copy any charts associated with that datasheet.
When a datasheet is no longer useful for portfolio data analysis, delete it.
You can move a datasheet between portfolios. Moving a datasheet will also move any charts that are associated with that datasheet.
A datasheet can be viewed from the Datasheets tab in the Reports module.
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