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How to Create Portfolio Reports
- 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.'
- Click on the blue plus sign located in the upper right corner.
- 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.'
- Next, you'll be able to choose which businesses you want to include in this report. Click on the 'Create Report' button to proceed.
- 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.