Viewing reports

You can view default reports and custom reports to manage your portfolio.

  • Default reports are standard reports provided in the Built application.

  • Custom reports are personalized reports created by a user with a Creator License at your organization.

To view a report, perform the following steps.

1. At the top-left of the page, click Reporting.

Reporting tab

2. On the Reporting page, in the Files section, click the required report.

Note: 

• To view default reports, click the reports available under the Built category.

• To view custom reports, click the reports available under the corresponding company name category.

The selected report is displayed as read-only unless the license to create custom reports has been assigned to you. To learn how to create and publish custom reports, seeCreating reports.

Note:To export or schedule an export of reports, on the top-left of the page, click Menu .

• Click Send now or Save as and enter the recipient's email address.

• Click Schedule exports and enter the recipient's email address along with the required schedule.

You can view the following default reports.

  • Portfolio Growth dashboard

  • Deal summary report

  • Deal report

  • Custom reports