1. Portfolio Default Settings – Update Monthly/ Fortnightly Reporting Schedule

 

1. Within the Portfolio Default Settings page, scroll to the ‘Reporting Schedule’ section then ‘Monthly/ Fortnightly Reporting’. Then, click the ‘Edit’ button.

 

2. Set ‘Report Data’, ‘Send Schedule’, ‘On’ and ‘Time’. 


NOTE: 'On' is only available for Monthly Reporting.


For Monthly Report Data, options that can be selected are:

  • ‘Previous Calendar Month’ - Data is taken from the portfolio start date up to the last day of the previous calendar month
  • ‘Last 30 days from Send Schedule’ - Data is taken from the portfolio start date up to the last day of the 30-day period prior to the send schedule


For Fortnightly Report data, options that can be selected are:

  • ‘Previous 2 Calendar Week’- Data is taken from the portfolio start date up to the last day of the previous two calendar weeks.
  • ‘Last 14 days from Send Schedule’ -Data is taken from the portfolio start date up to the last day of the 14-day period prior to the send schedule


3. Once done, click the ‘Update’ button to save changes.



NOTE:  You can also turn the toggle 'OFF' if you choose not to generate a Monthly/ Fortnightly Report for your Portfolio.