Reports, templates
Collection provides instructions how to add reports / templates, setup report's parts and manage reports data
22 articles
Roadmap part
Enable Recurring Costs on Roadmap and Budget
"Clear Item" Option in Assessment
Create embed part
Hidden Grades and Groups
Recurring items in Assessment
Delete parts from draft report
How to make changes in Completed report
Report parts settings
Add page numbers to PDF report
What "Presentation / Display settings" mean
Change print settings for report
Meet new Cover Page Report Part
How to create multiple reports in one action
Setup columns for Contacts part
Merge Office with Contacts
How to Use "Append from template / Reset from template" Feature on Strategy Report Text PartsThe feature allows you to refresh and standardize your Strategy report text parts by pulling content from your template structure.
How to Set Up Related Items in Assessment PartFeature allows you to connect assessment items with Flexible Item groups, providing additional context and data to support your assessments.
Change vCIO label
Copy items and groups in Assessment
Apply part settings to all drafts
Flexible Roadmap and Flexible BudgetThis guide walks your team through the new Flexible Roadmap and Budget capabilities: what they are, why they matter, and how to get value on day one