Genesis Risk MonitorHelp Center
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Workspaces

Workspace

Build and organize multi-page research workspaces with configurable widgets, layouts and portfolio-linked groups.

featureWorkspaceWidgetsLayoutsPages
How to Use Your Workspace

Genesis Guide video tutorial · 23 sec

YouTube

Workspace is the customizable research surface in Genesis Risk Monitor. Use it to organize widgets across pages and keep the information you review together.

Workspace canvas with multiple draggable modules

How to use Workspace

  1. Open Workspace from the main navigation.
  2. Use the page controls to add or rename pages.
  3. Open the Widget Catalogue to add the widgets you need.
  4. Use each widget's settings to configure its data source and, where supported, connect widgets through a shared portfolio group.
  5. Drag and resize widgets until the page matches your workflow. The layout is saved as you work.
  • Widget Catalogue
  • Workspace pages
  • Portfolio-linked widgets
  • Research workflow