1. Portfolio Default Settings – Update Weekly Reporting Schedule


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


 

2. Then you will reach the Portfolio Default Settings page. Scroll to the ‘Reporting Schedule’ section then ‘Weekly Reporting’. 

 

Click the ‘Edit’ button.


 

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

 

Weekly Report data should be:

  • If set to ‘Previous Calendar Week’, we will get data from Start date of project to the last day of Previous Calendar Week
  • If set to ‘Last 7 days from Send Schedule’, we will get data from Start date of project to the last day of Last 7 days from Send Schedule.