How to Create Consolidated Portfolio Reports in Docyt?

Step Guide:

1. Log in to your Docyt Dashboard.

2. Click on the Unified Header Search Box next to the Docyt icon.

3. Hover over the Industry Group option.

4. Click on Create New.

5. A dialogue box will appear.

6. Enter a name for the Portfolio Report and select the Industry type.

7. Select multiple businesses you want to include in the Portfolio Report.

1. Select user email address

2. Click on 'Add'.

3. A Dashboard with all the KPIs will appear.

4. Click on Reports to view the consolidated reports.

1. You will now see the combined reports for all the selected businesses.

1. To export, click on the three dots (⋮) at the top-right corner.

2. Select Export in Excel.

1. In Data Export, click on the three dots (⋮) again to download the file.