Combining Assignees

You can create a custom portfolio by selecting assignees from a single portfolio, or combine them with assignees from separate portfolios.

1.Search for an organisation in the 'Organisation search' view

2. Unpack the portfolio to view the corporate grouping structure by clicking on the red dropdown arrow under the portfolio name. 

3. Hold down the 'shift' or 'ctrl' button on your keyboard.

4. Click on the tick icon to add multiple assignees into your report.

5. Name your custom report


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