Publishing Module Overview

Author: Optuma Team Last updated: Apr 13, 2021 00:36


The publishing module in Optuma allows you to easily share detailed analysis reports with colleagues or clients. Reports can be created effortlessly using Workbooks, Symbol Lists, Chart Headers, Page Headers and Layouts with the final results being saved to PDF, MS Word, MS PowerPoint or hosted on the web.

The Publishing Module requires an Enterprise Services subscription.

Accessing Publishing in Optuma

Open the Workbook you wish to publish.

Left-click the Files menu and select the Publish Workbook option in the list displayed.

The Publish Workbook window will display: