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  2. Portfolio Reports

Creating a new Report

You may create a new report from a template. Templates are controlled by your Checklists.


  1. Click the Reports menu
  2. Click + New Report
  3. Select a template

✅ Success! Your report is generating.

The report is now created and automatically saved. You may rename the report  and access it  in the future from the list of reports on the left-hand menu.