1. Navigate Portfolio Reports
- To navigate to the Portfolio’s ‘Reporting’ page, open Focus HQ tool using this link https://app.projectfocushq.com/accounts/login/.
- Login using your ‘Username’ and ‘Password’ and click on the ‘Continue' button.
- Once logged in you will reach the Company’s Homepage, within the ‘Tiles’ section, navigate to ‘Portfolio Dashboard’ by clicking the ‘My Portfolios’ tile or ‘Portfolios’ from the main navigation.
- In the ‘Portfolio Dashboard’ section, click the ‘Name’ of the ‘Portfolio that you want to manage.
Note: In this section you can only see the Portfolio assigned to you unless the administrator has provided you a CompanyAccess Level to all Portfolios.
- Once a Portfolio is selected, go to the left sidebar and click on ‘Reporting’.
