1. Filter Portfolio Reports


1. Access the relevant portfolio and then navigate to the 'Reporting' module.  Click here for instructions on how to navigate to the portfolio reporting module.

2. To filter  Portfolio reports by type, click the ‘Report Type’ dropdown button then choose the desired data. The options to choose are the following:

  • All’ – display all reports
  • ‘Ad hoc’ – display adhoc report
  • Weekly’ – Reports that provide previous weeks’ updates
  • Monthly’ – Reports that provide previous months’ progress
  • Adhoc (Auto)’ – display scheduled adhoc report