Summary:

Guidance on how run a Core Analysis Report in Portfolio Insights in Data Studio. 

Solution:

The Core Analysis Report provides a detailed overview of your portfolio, aggregating key data points such as credit scores, legal standings, payment histories, revenue trends, and profit margins. This report serves as a valuable tool for maintaining a clear understanding of your portfolio’s overall performance, offering insights that support informed decision-making and portfolio management. 

To learn how to run a Core Analysis Report, please click here to see an interactive demonstration.