Displays all Custom Form responses tied to a single asset. Includes filtering options for Portfolio and Fund, making it easier to zero in on the relevant data.
What it does
- Shows multiple form entries per asset
- Filterable by Fund and Portfolio
- Great for detailed asset-level QA and audit workflows
Use cases
- Monitor form completion across various initiatives at the asset level
- Drill into one asset to view all submitted forms over time
Navigating to the report
Reports > Formatted > Custom Forms by Asset
