Generate the Portfolio Collaboration Report

The Portfolio Collaboration reports provides an overview of collaboration engagement across your portfolio, highlights touch-points, and allows you to track your progress with third party collaboration (including changes in risk).

Instructions

  1. The Overview & Executive Reporting section of the Reports page.
  2. The reports.png Reports menu from your portfolio.

Good to Know

  • New data that are added to this report will be available on the following day.
  • July 22, 2021: Added callout for new data availability/sync behavior.
  • March 10, 2021: Published.
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