1. Create an Adhoc Report within a Portfolio
1. To generate an Adhoc report, click the ‘Reporting’ tab from the left sidebar of the portfolio page. Once done, click the ‘New Report’ button.
For instructions on how to navigate to the portfolio reporting module Click here.
2. Input desired data in the necessary fields and then click on the ‘Generate Report’ button.
Options available in the ‘Report Template’:
- ‘Weekly Template’
- ‘Monthly Template’
- 'Fortnightly Template'
- ‘Adhoc’ (and generate it automatically by leaving the ‘Send Schedule’ blank)
Note: Adhoc will only be available if an adhoc template is setup in Custom Template in the ‘Settings’ module.
- If Adhoc report ‘Send Schedule’ is set to ‘blank’, this will display in the Reports list as ‘Send Schedule’ to ‘N/A (Manual)’.
- If Adhoc Report’s ‘Send Schedule’ field is set, it will show the date and time when the report will be sent out.
