1. Portfolio Default Settings – Add a Custom Report Template
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 ‘Report Templates’ section then ‘Custom Templates’. Click the ‘+ New Template’ button to add a custom template.
3. Set the ‘Template Name’.
4. To add more elements to the report template, click the ‘+ Add Section’ link.
Then click on the desired element within the ‘Modules’ or ‘Appendices’ sections.
5. You can re-arrange the Report sections to your desired sequence by moving the Drag and Drop ‘+’ icon as shown below. You can also delete an element by clicking the ‘x’ button.
6. After adding the elements, click the ‘Update’ button to save changes.
