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. Click here for instructions on how to navigate to the portfolio 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 you cannot forced send a weekly report early.
