Portfolio (Multi-Entity) Reports

How to View Portfolio Reports in Docyt

Portfolio reports provide comparative data analysis between two or more businesses in your portfolio.

  1. To access the 'Portfolio Reports' in Docyt, log in to your account, find the gear icon, click on it, and choose 'Portfolio Reports' from the options provided.
  2. Click on the portfolio report set in your account.
  3. The report will show a list of businesses in your portfolio.
  4. Download Consolidated Portfolio Reports. Click on "Select multiple months," then click "Download" to receive a consolidated report for the chosen months.

Don't have Portfolio Reports set up? Click here for instructions or contact support@docyt.com