Portfolio Reporting

You can pin the report to the dashboard by following the below steps

  1. Select the Pin Chart button.
  2. The screen that pops up will ask for the Decision center in which the report has to be pinned. Pick your choice from the dropdown menu and confirm.
  3. Now you can see the report pinned in the Rhythm dashboard. Select the Rhythm tab and pick the dashboard to which you have pinned the report.
  4. Now you can view the report in the dashboard.

Steps to remove the chart from the dashboard

  1. Select the three dots on the top right corner of the chart
  2. Pick the remove option. 

The portfolio report gets displayed in a tabular format with the columns chosen. You can hide the column if not needed by using the column chooser option. 

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