How-to Use a Report Setup Form

  1. Navigate to the desired Project or Portfolio for which you wish to use a Report Setup Form.
  2. From the Project Overview or Portfolio Overview Sections Bar, navigate to the Report section.
  3. Select the desired Report Template and click the "Report Setup Form" icon, located at the top-right corner of the Report Template.
  4. Fill in desired Parameters and click the "Save & Close" button to finalize your selections.


If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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