1. Generate Portfolio Weekly Reports
Once a Portfolio Weekly Draft Report is generated and is ready to be updated, it will automatically send a '72 hour' and a '24 hour' Report Notifications to all selected Key Roles. Below are the steps to view the generated Portfolio ‘Weekly’ report.
1. Access the relevant portfolio and then navigate to the 'Reporting' module.
2. The generated 'Sent' and 'Draft' portfolio weekly reports will display on the report's list.
Note: You cannot stop a weekly report and force send a weekly report early.
