1. Manage Portfolio Monthly Report Template
1. Within the ‘Settings’ page, navigate to the ‘Report Templates’ section then go ‘Default Templates’. Click ‘Monthly Report’ item or the ‘Edit’ icon.
2. To add more elements in the Report, click ‘+Add Section’. Once done, select desired ‘Modules’ and ‘Appendices’ to add.
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.
