1. Update a Portfolio Custom Template
1. Still within the Portfolio ‘Settings’ page, navigate to the ‘Custom Templates’ section. Click the name of the custom ‘Template’ or the edit icon.
2. Apply the necessary changes in the Template Details form with the following fields: ‘Report Title’, ‘Template Name’, ‘Repeats’, ‘Start Date’, ‘End Date’, ‘Time’, ‘Work Stream’ and ‘Email To’
Template details contain sections of the Portfolio that you want to be displayed on the Report. It is important to add any piece that helps further explain the report or adds additional context.
3. To update the Custom Report Email Notifications, scroll to the ‘Email Notifications’ section. Tick/untick checkboxes to enable/disable sending of Report Notifications (per Key Role).
4. Add more elements in the Custom Report Template by clicking the ‘+ Add Section’ link. Once done, click the desired elements within the Modules or Appendices section.
5. To remove a module, click the ‘x’ icon. You can also click the ‘+’ Drag and Drop icon to arrange the elements. Then once done, click the ‘Update’ button to save the template.
