FOCUS Knowledge Base

1. Portfolio Default Settings – Update Weekly Reporting Schedule

1. Within the Portfolio Default Settings page, scroll to the ‘Reporting Schedule’ section then ‘Weekly Reporting’. Then, click the ‘Edit’ button.

2. Set ‘Report Data’, ‘Send Schedule’ and ‘Time’.

Weekly Report data should be:

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

3. You can select the ‘Exclude Weekends’ checkbox if you want to skip weekends when counting the number of days before the draft report is generated for your configured send schedule.

4. Once done, click the ‘Update’ button to save changes.

NOTE:  You can also turn the toggle 'OFF' if you choose not to generate a Weekly Report for your Portfolio.