How can I generate a Portfolio Management Report?

This article explains how a user can generate a portfolio management report

Step by Step guide

1. Please open the report page by clicking the Reports menu item on the top navigation bar 
   
   
2. Click on + Generate Report
   
   
   
3. Select the report type, in this case, the Portfolio Management Report
   
   
4. Please check insights and recommendations if you require data-based automatic insights. Select the start date, end date, and click submit 
   
   
5. The new report will appear as pending for a while until it's produced by our backend. Once the report is ready, you can download it by clicking the download icon on the right
   
   
   
   

Additional Settings for Reports

Reports have additional settings that affect the content and availability of the reports to other team members. 

Shared 

Reports that are shared will appear to all members of your team who have access to the location in Basking. 

Insights and Recommendations 

Our reports have Insights and Recommendations. By disabling this feature, the report generated will be shorter and focused only on the data itself.