Portfolio Reporting
1. Navigate Portfolio Reports To navigate to the Portfolio’s ‘Reporting’ page, open Focus HQ tool using this link https://app.projectfocushq.com/accoun...
Tue, 31 May, 2022 at 6:56 PM
1. How to Add New Report within a Portfolio 1. Access the relevant portfolio and then navigate to the 'Reporting' module. Click here for instructi...
Wed, 18 May, 2022 at 3:17 PM
1. How to Download a Portfolio Report 1. Access the relevant portfolio and then navigate to the 'Reporting' module. Click here for instructions...
Wed, 18 May, 2022 at 3:06 PM
1. Filter Portfolio Reports 1. Access the relevant portfolio and then navigate to the 'Reporting' module. Click here for instructions on how to...
Wed, 18 May, 2022 at 3:06 PM
1. Search a Report within a Portfolio 1. Access the relevant portfolio and then navigate to the 'Reporting' module. Click here for instructions on...
Wed, 18 May, 2022 at 3:06 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 hour and...
Wed, 18 May, 2022 at 4:17 PM
1. Edit Portfolio Weekly Reports 1. Access the relevant portfolio and then navigate to the 'Reporting' module. Click here for instructions on how ...
Wed, 18 May, 2022 at 4:25 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 hour a...
Wed, 18 May, 2022 at 4:34 PM
1. Edit Portfolio Monthly Reports 1. Access the relevant portfolio and then navigate to the 'Reporting' module. Click here for instructions on ...
Wed, 18 May, 2022 at 4:41 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...
Wed, 18 May, 2022 at 7:12 PM