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How to View Portfolio Reports in Docyt
Portfolio reports provide comparative data analysis between two or more businesses in your portfolio.
- 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.
- Click on the portfolio report set in your account.
- The report will show a list of businesses in your portfolio.
- 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