The portfolio report is found among the preset reports available in Report Generator.
This report is used to display the list of projects belonging to one or more portfolios.
Generating portfolio report
To generate a portfolio report:
- Open Report Generator and click 'Portfolio Report' on the list of available reports.
- Select one of the available portfolios or several in the Portfolio Name field.
- As an option, you can save the current selection for future use.
- To generate a report, click ‘Run report’.
Exporting report to selected format
To export a report to one of the available formats:
- Open the drop-down list which reads 'Export to the selected format' on the panel above the generated report.
- Select the format you want to save the report in.
- Click the 'Export' button next to the list that becomes active.
- The report will be downloaded into your default downloads folder.
Editing Portfolio Report
- You can edit the Portfolio Report the same way you can edit any report in Report Generator.
- After editing the report, click Save or Save & Run.