Portfolio Reporting
1. Edit an Adhoc Report within a Portfolio 1. To edit an ‘Adhoc Report’, choose the report within the Portfolio ‘Reporting’ page, then click the ‘Edit D...
Wed, 18 May, 2022 at 8:01 PM
1. Send an Adhoc Report within a Portfolio 1. To Send an ‘Adhoc Report’, choose the report within the Portfolio ‘Reporting’ page, then click the ‘Edit Draf...
Wed, 18 May, 2022 at 8:00 PM
1. Download Draft Adhoc Report within a Portfolio 1. Within the Portfolio Reporting page, click the ‘Edit Draft’ button of the Adhoc Report that you want t...
Wed, 18 May, 2022 at 8:06 PM
1. Delete Draft Adhoc Report within a Portfolio 1. Within the Portfolio Reporting page, click the ‘Edit Draft’ button of the Adhoc Report that you want to...
Wed, 18 May, 2022 at 8:07 PM
1. Overall Portfolio Trend Display 1. The ‘Overall Trend Display’ can be viewed in the Weekly and Monthly Report. Choose ‘Reporting’ from the side bar and ...
Wed, 18 May, 2022 at 8:12 PM
1. Portfolio Schedule Trend Display 1. The ‘Schedule Trend Display’ can be viewed in the Weekly and Monthly Report. Click ‘Reporting’ tab from the left sid...
Wed, 18 May, 2022 at 8:13 PM
1. Portfolio Budget Trend Display 1. The ‘Budget Trend Display’ can be viewed in the Weekly and Monthly Report. Click ‘Reporting’ tab from the left side ba...
Wed, 18 May, 2022 at 8:13 PM
1. Portfolio Risk Trend Display 1. The ‘Risk Trend Display’ can be viewed in the Weekly and Monthly Report. Click ‘Reporting’ tab from the left side bar of...
Wed, 18 May, 2022 at 8:15 PM
1. Issue Trend Display 1. The ‘Issues Trend Display’ can be viewed in the Weekly and Monthly Report. Click ‘Reporting’ tab from the left side bar of the pa...
Wed, 18 May, 2022 at 8:15 PM
1. Setup Portfolio Report Notification Settings 1. You can manage the Email Report Notifications by clicking ‘Settings’ tab from the left side bar of t...
Mon, 23 Nov, 2020 at 8:08 PM