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

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  4. Please check insights and recommendations if you require data-based automatic insights. Select the start date, end date, and click submit 

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  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

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Additional Settings for Reports

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

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

Default setting: Enabled for location-specific reports. 

Note: this setting is not available for portfolio-level reports.

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. 

Default setting: Enabled for all reports.