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• Chart Widget

  Approval Reporting and Chart Widget Empower your data visualization and decision-making process with our Approval Reporting and Chart Widget creation feature. Navigate to Reporting and Select the 'Approval Reporting' tab On the right side of the 'Approval Reporting' tab, you will find a list of columns that can be included in your report. This list includes options such as 'Pending', 'AcceptedFew readers

• Publisher

  Launch the publisher routine The publisher allows you to generate your Quarterly Report PDF. You can either generate the entire portfolio or generate only specific data from the portfolio. How to generate the Quarterly Report PDF? Click on My Account and then Company Click on Publisher If you want to generate the entire Quarterly Report, with all the data: Click on Portfolio Select fields and choose Quarterly Data Select which Quarter from which year you want to generatFew readers