Life Cycle Trend Report Jessica ⇤ Reports Overview This report is not automatically enabled. To get access, submit a ticket to Support. This action only needs to be completed once. This report presents the average number of days that individual companies in your portfolio are in the Onboarding and Re-Assessment life cycle stages. The five companies that have been in each stage the longest are benchmarked against the portfolio average. Generating this Report Open the Reports page in the CM app. Locate the Life Cycle Trend card. Mouseover the card and select Create. The report is automatically generated. This report can be downloaded as a CSV, PDF, or PNG. This report cannot be saved or scheduled. You can create a Custom View to retain your selected settings. Reading this Report Tabs at the top of the report allow you to review trends in the life cycle stages assigned to companies in your portfolio over the last twelve months. Life Cycle Trend Report Tab This tab has two sections: Portfolio Average Over Time, and Portfolio Average Comparison. Portfolio Average Over Time This section contains two line graphs. You can select a point on either graph or a month from the X axis to view the average number of days companies were in the Onboarding or Re-Assessment stages that month. Portfolio Average Comparison This section contains four bar charts. They compare the length of time spent by the five longest-standing companies in each life cycle stage to the average number of days spent in that stage by other portfolio companies. You can: Mouseover a bar for detailed data. Select a bar to filter or export data. Select View All to open the tab for that stage. Life Cycle Trend in Onboarding and Re-Assessment Tabs These tabs present tables of companies in each life cycle stage. These tables include columns for tier, relationship type, action plan phase, rating, the average number of days portfolio companies spent in that life cycle stage, the difference from the portfolio average, and the actual number of days in that stage. You can filter these tabs by relationship type, tier, and the number of days spent in a life cycle stage. August 16, 2024: Published. Related articles Features Included with My Subsidiary Subscriptions and Rating Bundles Company Relative Risk Report Performance Summary Report POST: Resend User Activation Email Portfolio Overview Report Feedback 0 comments Please sign in to leave a comment.