1. Portfolio Default Settings – Manage Weekly 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 clicked you will reach the Portfolio Report Settings. Scroll to the ‘Report Templates’ section then ‘Default Templates’. Click on the ‘Weekly Report’ link or the edit icon.
3. To add more elements to the report, click the ‘+ Add Section’ link. Once done, select the ‘Modules’ or ‘Appendices’ elements that you want to add.
4. If you want to remove a Report section, click on the ‘x’ button.
Also, you can re-arrange the Report sections by moving the Drag and Drop ‘+’ button. Once done, click the ‘Update’ button save changes.
