Portfolio export controls

This was part of the portfolio summary report we launched a couple weeks ago that I wanted to highlight. We identified a use-case for a slimmed down portion of the report, aimed at more of a "quick overview" rather than the full (sometimes very thick) export with tables of historical data.

To illustrate that, we exported some basic previews of the shape of each of the pages, and used opacity to show how that setting will affect the export. It was a super small detail, and easy to implement, but I think it cleared up quite a bit.

Posted on Sep 12, 2019
Alex Price
Product designer, building the future of private equity @jsq

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