The Asset Group List

The Asset Group List displays a list of all the Asset Groups that have been created in the system. Assets in Asset Groups are normally linked to an Asset Group and can derive its address from the Asset Group Address.

Asset Groups are part of your Portfolio Data and can be accessed from the Portfolio Data menu option as shown below:

When the Asset Groups menu option is selected from the Menu, the Asset Group Query will be displayed as shown below:

From the Asset Groups List you can:

  • Search - Find a specific Asset Group using the search filter field
  • New Asset Group - Create a New Asset Group by clicking on the New Asset Group button
  • View - Navigate to the Asset Group Dashboard for a specific Asset Group
  • Options - use the Options drop down to Export a list of your Asset Groups to a CSV file
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