1. Update the Portfolio Monthly Reporting Schedule


1. In Portfolio ’Settings’ page, navigate to the ‘Reporting Schedule’ section then go to ‘Monthly Reporting’ table. Once done, click ‘Edit’ button.


 

 

2. Within the ‘Settings-Edit Monthly Reporting’ page, add the necessary updates in the form (Report Data To, Send Schedule, On, Time). Once done, click the ‘Update’ button to save the data.

 

Monthly Report data should be:

  • If set to ‘Previous Calendar Month’, we will get data from Start date of project to the last day of Previous Calendar Month
  • If set to ‘Last 30 days from Send Schedule’, we will get data from Start date to the last day of Last 30 days from Send Schedule