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Viewing Data Through the PeopleSoft Investor Portal Pack Pagelet

This section discusses the Investor Insights and Tools pagelet

Image: Investor Insights & Tools pagelet

This pagelet displays links to Investor Insights and Tools that support the PeopleSoft Investor Portal Pack content generation, approval, and management system.

Investor Insights & Tools pagelet

The links provide internal users direct access to the pages they need to:

  • Set up and process multi-level approval.

  • Review current approvals.

  • Create report templates, assemble reports, and send approved content.

These features and functions are discussed later in this PeopleBook.