1. Edit an Adhoc Report within a Portfolio
1. To edit an ‘Adhoc Report’, choose the report within the Portfolio ‘Reporting’ page, then click the ‘Edit Draft’ button.
For instructions on how to navigate to the portfolio reporting module Click here.
2. Once done, you will reach the ‘Edit Report’ section. Start adding the changes in the Report Options section as shown below.
You may update the type of report, it depends on what information is needing to be displayed, what metrics is to be included in the report, as well as timeframe of the data.
If you want to add another recipient of the report that is external or internal to the project, click on the ‘+ Add Another Recipient’ link and then add the ‘Email Address’ of the recipient.
3. To add more elements to the report, click the ‘+ Add Section’ link. Once done, add click elements from Modules or Appendices.
4. After adding the changes, click the ‘Save Draft’ to save changes button or ‘Create & Send Report’ button to send the adhoc report.
