Portfolio Report Components

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.

forecast_insights-portfolio

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.

task list

Client List

Configurable list of client data for the entire account, e.g. client name, budget, and spend.​

forecast_insights-portfolio-clientlist

Expense Report

Configurable list of expenses for your portfolio.

Expense report-4

Notes

Notes field to use for commenting and providing information.

forecast_insights-notes

 

People List

Configurable list of people data for the entire account, e.g. person, default role, permissions, and time reported.​

people list

Reported Time

Configurable list of time registration data for the entire account, e.g. person, time reported, and spend.

forecast_insights-portfolio-reportedtime

Weekly Time

Weekly Time shows you the time reported by team members versus the time they have available in a given week.

weekly