The scope of the monthly executive portfolio report is made up of all the sites connected to Farsight®. The report shows an overview of the main information of the entire portfolio. Although the main focus of the report is the selected month, it also shows data collected in the past years.
Steps
Go to: Reports > New Report
A pop-up window will appear where you can select your new report type. Click on the dropdown and select Executive Portfolio.
A new pop-up window will appear where you can define your new report.
Check the selected report type. You can also change it from here
Select the Report Period from the calendar
The Reports Run Settings is set to Run Now as a default. If you uncheck Run Now, you can schedule the report to run either daily, weekly, monthly, or quarterly
Select which recipients receive the report. You can send the report to one or more or all available recipients
