![String Format.png]](https://support.fu3e.com/hs-fs/hubfs/String%20Format.png?height=26&name=String%20Format.png){kind=small}
Create and Export a Portfolio Report
Use the Portfolio Report Builder to compile dashboards, tickets and files. Enhance your report by adding front cover, back cover or section cover and an automatically updating table of contents.
Build a template with a front cover sheet, create sections and add a table of contents
Pull through any linked forms or linked tickets
Add dashboards from projects across your portfolio
Include global dashboards
Attach any file
Add supporting information such as audit, notes, workflow and guidance notes
Go to template.fu3e.com
1. Access Business Plan Template
On the ticket view page, click the Actions menu on the right-hand side to expand and view the available options.
2. Open Report Builder Feature
Click Report Builder to open the configuration screen,
3. Add Cover sheet
From here you can 'Add' a Front Cover, table of contents and Cover Sheet sections.
4. Build the Report
Hover over the required section, then click the (+) icon to add modules to start adding content and building your report.
5. Pin the Module Screen
If you'd like to keep this panel visible, click the pin icon in the top right.
6. Add New Report Element
Click "Add" to include new elements or sections into your report structure.
7. Add Linked Files or Linked Forms Report Element
When selecting linked files or linked forms, you'll be taken to an additional screen
8. Add Linked Files Report or Linked Forms Element (2)
From here you can choose the items to include in your report, then click Save to add them.
9. Show More for Additional Options
Click Show More to access additional content, including notes, audit history, workflow information, and guidance notes.
10. Add New Report Item
Click Add to select a dashboard from the current project. You will be taken to a screen where you can choose the dashboard you want to include.
11. Select Dashboard
From here, select an available dashboard from the drop-down menu and click Save to add it to the report.
12. Configure Dashboard Content
From the drop-down menu, select the appropriate option to include dashboards from other Projects, Groups, or Global Dashboards.You will then be taken to a new screen where you can continue your selection.
13. Confirm Project Selection
From here, select the dashboard and the relevant project(s), then click Continue with Project.
14. Filter Project Selection
From this screen, you can apply filters or choose from different date snapshots before adding the dashboard to the report.
15. Add Forms Report Element
Click Add to open a list of available forms.
16.
Search for the required form, then click Select to view the tickets
17. Filter Form Section
Choose from the available tickets. You can apply filters as needed, then select either a list view or an individual ticket view. Press Save to include in the report.
18. Adding Files Report Element
Click Add to open a list of all available files and choose the files you want to include in the report.
19. Filter Files Section
You can search, apply filters, or select different views to customise the display. Files can be included as a list or as converted PDF attachments. then press Add File to include in the report.
20. Insert Cover Sheet Element
Select Add to include a Cover Sheet, creating separate sections within your report and allowing you to customise the text, styling, and images for each section.
21. Cancel Current Action
Complete the title and subject fields, choose a cover page layout, and then press Save to continue.
22. Generate Report
Click Generate to create a preview of the PDF. Please allow a moment for larger reports to load.
23.
You can download your report or attach the PDF copy to the main ticket.
24.
Once you close the previous screen, you can save this setup as a template to quickly reuse the same report configuration next time.
This demo highlights how fu3e enables you to build comprehensive business plan reports by adding, organising, and filtering various components. Start your free trial today to experience streamlined report creation and insightful data management.