Ability for Opportunity Admins to download Portfolio Report

Problem: Sometimes Opp Admins need their portfolio IDs and there's no good way for them to get that information en masse. For example, when we ask them to complete a renewals worksheet . We can provide that for them but when it's a decentralized insititution our reports include ALL scopes so then someone has to parse it out for them. It would be helpful if they had access to the Opportunity Portfolio Report OR if we could provide Portfolio ID in the Opps grid.

  • Mary Trautman
  • Nov 22 2019
  • Reviewed: Voting Open
Client Name "shard name" vcu
Functional Unit Grids , Reports
Employee Name Mary Trautman
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