With a little set up, your Boards can have access to up to date reports at the touch of a button. Report Subscriptions can be added right to the Board Portal Menu, making them easy to find and review at any time.
Create a Board Portal Report Group
Step 1. Navigate to Portal > Board Portal > Manage Board Portal Report Group.
Step 2. Click the Add Group button on the right hand side.
Step 3. Create a Title for the Report Group and check Show on Board Menu and Show on Board Portal Report Page.
Step 4. On the Subscriptions Tab, select the Report Subscriptions to include in the Report Group and use the up and down arrows to arrange them.
Step 5. Click the Save button to finalize and add the new Group.
Now when your Board members log in, they will see buttons for each Report Group and below it a list of all included Report Subscriptions.
Some additional Set up may be required. CLICK HERE for more information