Send the Dashboard Report to mobile devices of stakeholders

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You can send the Dashboard Report to the Principal Toolbox App. Your stakeholders can view the report on their mobile device.


custom dashboard with button stakeholder reporting

Custom Dashboard, tab Dashboard Report


Notifying Stakeholders

Step 1. In a portfolio, navigate to the tab Dashboard Report, click on Notify Stakeholders, a dialogue box appears.

Step 2. In the dialogue box enter remarks and add the stakeholders, click Notify Stakeholders; the notification is sent.

dialog notify stakeholders