Create reports for the entire organization
Main Takeaways
Portfolio Report
Portfolio insights are used to create reports on your entire organization. To create one, navigate to the Reports tab in your Forecast account, click on New Report, scroll down to the bottom and click on Portfolio. You can create as many reports as you like.
Report Components
Below you can find all of the components that can be added to the portfolio report and help you with reviewing data across your organization.
Task List
Configurable list of task data, e.g. title, progress, time reported, and deadline.
Client List
Configurable list of client data for the entire account, e.g. client name, budget, and spend.
Expense Report
Configurable list of expenses for your portfolio, e.g. expense category, quantity and price.
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Notes
Notes field to use for commenting and providing information.
People List
Configurable list of people data for the entire account, e.g. person, default role, permissions, and time reported.
Reported Time
Configurable list of time registration data for the entire account, e.g. person, time reported, and spend.
Weekly Time
Weekly Time shows you the time reported by team members versus the time they have available in a given week.
