1. Add a New Portfolio Custom Template
1. To Add a Custom Report Template within a Portfolio, click the ‘Settings’ tab from the left side bar of the page. Once done, navigate to the ‘Report Templates’ section then ‘Custom Templates’. Click the ‘+ New Template’ button.
2. In the ‘New Portfolio Template’ page, go to the Template details and set the name of the template.
3. Add more element in the Portfolio Custom Report by clicking the ‘+ Add Section’ link. Once done, click the desired Module or Appendices.
Re-arrange Report sections to your desired sequence by moving the Drag and Drop ‘+’ icon. Once complete, click the ‘Add’ button to save template.
