4.3 Send an Adhoc Report within a Portfolio : Support Portal

4.3 Send an Adhoc Report within a Portfolio Print

Created by: Sheila Esmas

Modified on: Wed, 18 May, 2022 at 8:00 PM

1. To Send 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. Click the ‘Create & Send Report’ button to send the Adhoc report.

Sheila is the author of this solution article.

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