Update the Portfolio Weekly Reporting Schedule : Support Portal

3.2 Update the Portfolio Weekly Reporting Schedule Print

Created by: Charisse Abillero

Modified on: Tue, 24 Nov, 2020 at 3:01 PM

1. Update the Portfolio Weekly Reporting Schedule

1. Within the ‘Settings’ page, navigate to the ‘Reporting Schedule’ section then go to ‘Weekly Reporting’. Click the ‘Edit’ button.

2. Then add the necessary information in the form (Report Data To, Send Schedule, Time). Once done, click ‘Update’ button to save the data.

Weekly Report data should be:

If set to ‘Previous Calendar Week’, we will get data from Start date of project to the last day of Previous Calendar Week
If set to ‘Last 7 days from Send Schedule’, we will get data from Start date of project to the last day of Last 7 days from Send Schedule

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Charisse is the author of this solution article.

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