Portfolio Reporting
1. Navigate Portfolio Reports To navigate to the Portfolio's Reporting page, open the FOCUS™ platform using the link: https://app.projectfocushq.co...
Mon, 14 Sep, 2026 at 5:31 PM
1. How to Add New Report within a Portfolio 1. Access the relevant portfolio and then navigate to the 'Reporting' module. Then, create a new po...
Mon, 14 Sep, 2026 at 5:36 PM
1. How to Download a Portfolio Report 1. Access the relevant portfolio and then navigate to the 'Reporting' module. 2. To download a report, cl...
Mon, 14 Sep, 2026 at 5:38 PM
1. Filter Portfolio Reports 1. Access the relevant portfolio and then navigate to the 'Reporting' module. 2. To filter Portfolio reports by ty...
Mon, 14 Sep, 2026 at 5:43 PM
1. Search a Report within a Portfolio 1. Access the relevant portfolio and then navigate to the 'Reporting' module. 2. To search a Portfolio re...
Mon, 14 Sep, 2026 at 5:45 PM
1. Generate Portfolio Weekly Reports Once a Portfolio Weekly Draft Report is generated and is ready to be updated, it will automatically send a '72 ...
Mon, 14 Sep, 2026 at 5:51 PM
1. Edit Portfolio Weekly Reports 1. Access the relevant portfolio and then navigate to the 'Reporting' module. 2. To edit a Portfolio ‘Weekly R...
Mon, 14 Sep, 2026 at 5:58 PM
1. Generate Portfolio Monthly Reports Once a Portfolio Monthly Draft Report is generated and is ready to be updated, it will automatically send a 72 hou...
Mon, 14 Sep, 2026 at 6:05 PM
1. Edit Portfolio Monthly Reports 1. Access the relevant portfolio and then navigate to the 'Reporting' module. 2. To edit a Portfolio ‘Monthly...
Mon, 14 Sep, 2026 at 6:11 PM
1. Create an Adhoc Report within a Portfolio 1. To generate an Adhoc report, click the ‘Reporting’ tab from the left sidebar of the portfolio page. Once...
Mon, 14 Sep, 2026 at 6:26 PM