Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts &...
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Log in to Portfolio Manager, navigate to Reporting tab and click “Create a New Template” button
Transcript of Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts &...
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Log in to Portfolio Manager, navigate to Reporting tab and click “Create a New Template” button
![Page 2: Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts & Graphs Weather Normanzed Site How much energy would be reported on my bills, under average](https://reader034.fdocuments.in/reader034/viewer/2022042313/5edc1130ad6a402d66669396/html5/thumbnails/2.jpg)
Enter Name
Select “Baseline Year” Time frame
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Select “Multiple Properties”
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Using filters, choose properties to include in report
Check box to Select all filtered properties
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Select these reporting items for the template
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Generate a new report using the template you created
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Once the report has been generated, download it as an Excel file
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Open downloaded “Baseline Year” report, select all and copy
In report spreadsheet, choose the “Baseline Year” tab, select all and paste content from downloaded report
Graphs and tables in all tabs should then update automatically