- March 8, 2022: Updated creating reports instructions.
- April 14, 2021: Updated navigation for the SPM Application.
- December 16, 2020: Published.
Creating a Standard Report
Refer to the reports repository to see the available reports. From the Reports page:
- Hover over a report and then select View.
- Select the Create Custom Report button at the top-right and then define the criteria for the report.
Viewing Saved Reports
Select the View button while hovering over a saved report in the My Saved and Scheduled Reports section of the Reports page.
The report will be generated with the latest data.
Portfolio Dashboard
The Portfolio Dashboard has a featured report or your top saved reports.
Reports Icon
Refer to the Reports icon that’s displayed at the top-right in various pages.