From the gear icon at the top right of the screen, select “Data Management” from the drop down of choices. On this screen you can sort your data by name, type, status, source, last modified date and whether or not it has been shared. The search boxes under "Name" and "Source" are text fields. You can sort these columns from ascending or descending order by clicking the title of the column. For example, clicking "Last Modified" will sort the dates by ascending or descending order.

In the sidebar, you have the ability to delete, undelete, share, or unshare your data in bulk by checking off your desired clients/portfolios and clicking the relevant buttons in the sidebar. You also have the ability to export your portfolio data to excel.