1. Manage Portfolio Weekly Report Template

 

1. Once you reach the ‘Settings’ page, navigate to the ‘Report Templates’ section then go to the ‘Default Templates’. Click the ‘Weekly Report’ item or the ‘Edit’ icon.

  

 

2. Click the ‘+Add Section’ link to add more elements in the report. Once done, select desired ‘Modules’ and ‘Appendices’ section.


 

3. If you want to remove a Report section, click the ‘x’ button and if you to re-arrange the Report sections move the Drag and Drop ‘+’ button.

 

Once done, click on the ‘Update’ button save changes.