How to Create Consolidated Portfolio Reports in Docyt.

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

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. Users can incorporate portfolio reports for various businesses.
   
   
3.  Users will have a unified view of all their businesses in a single dashboard, enabling them to compare data across different entities. Additionally, they can customize reports for specific time periods, such as selected months, to meet their unique needs.

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4.    Additionally, they can customize the reports to reflect available rooms and occupancy levels.

4.   CClick on the ellipsis (...) and choose the option to Export to Excel in order to create your report.

6.  A pop will appear and your report is ready for export.

7.  To access the report click on "Data Export" in pop menu .    

8.  Select the "Proceed" button to continue.

9.  The report will begin to display in the Excel window.

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Report in Excel format with drill-down options

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