1. Generate Portfolio Monthly Reports
Once a Portfolio Monthly 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. To view the generated Portfolio ‘Monthlty’ 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 monthly reports will display on the report's list.
Note: You cannot stop a monthly report and you cannot forced send a monthly report early.
