Reporting

Pathways within Portfolium introduces some new and exciting functionality for reporting.  As reviewers complete their reviews, coordinators will be able to get visual feedback on each user on the Pathway and all of their requirements.

Review Summary

The review summary is a useful tool for coordinators to monitor the pending and completed milestones and requirements of all users along the Pathway. You can also directly message users from this tab.

By clicking into a milestone, you can drill into more details about the statuses, dates and other associated data about the reviews and requirements contained within.

Exports and Downloads

Coordinators can extract all the Pathways data from the Report section of the Pathways product.

Download as CSV
This option will produce a CSV file with details for each users and requirements that was reviewed as part of this Pathway.  

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