Portfolio (Multi-Entity) Reports

How to Create Portfolio Reports


  1. To access the Portfolio Reports feature, go to the Dashboard and click on the gear icon in the top right corner. Then, select 'Portfolio Reports' from the dropdown menu.
  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 can choose which businesses you want to include in this report. Click on the 'Create Report' button to proceed. 
      1. Please note that if the report type you have chosen is not active for a particular business, the name of the business will appear grayed out, and it will say, "Report not active". To include that business in your portfolio report, you must first add that report type to the specific business.