1. Portfolio Default Settings – Manage Monthly 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 ‘Monthly Report’ link or the edit icon to manage the Monthly Report Template.
3. If you want to add more element in the Monthly Report Template, click the ‘+ Add Section’ link. Once done, select the elements within the ‘Module’ and ‘Appendices’ section.
4. In order to remove a Report section, click the ‘x’ button.
You can re-arrange the Report sections by moving the Drag and Drop ‘+’ button. Once done, click the ‘Update’ button save changes.
