1. Portfolio Default Settings – Update Monthly Reporting Schedule

 

1. Within Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ and then click the ‘Portfolio’ link as shown below.


 

2. Once done, you will reach the Portfolio Default Settings page. Scroll to the ‘Reporting Schedule’ section then ‘Monthly Reporting’.

 

Click the ‘Edit’ button.


 

3. Set ‘Report Data To’, ‘Send Schedule’, ‘On’ and ‘Time’. Click the ‘Update’ button to save changes.

 

Monthly Report data should be:

  • If set to ‘Previous Calendar Month’, we will get data from Start date of project to the last day of Previous Calendar Month
  • If set to ‘Last 30 days from Send Schedule’, we will get data from Start date to the last day of Last 30 days from Send Schedule