How to Create Portfolio Reports

1. To access the Portfolio Reports feature, navigate to the Dashboard and click on the drop-down menu at the Portfolio level in the top left corner. From there, select 'Reports.'
   
   
2. Click on the blue plus sign located in the upper right corner.
   
3. Provide a name for the report, and then choose the type of report from the options listed below the report name. Proceed by clicking 'Continue.'
   
4. Next, you'll be able to choose which businesses you want to include in this report. Click on the 'Create Report' button to proceed. 
   
   
   
5. Please note that if the report type you have chosen is not active for a particular business, the name of the company will appear grayed out, and it will say, "Report not active." Click on the 'Create report' button to create the portfolio report.