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Editing or deleting your Portfolio Reports

How to edit or delete an existing Portfolio Report

Exporting your data from Portfolio Reports into Excel & Airtable

Sorting quantitative data in your Portfolio Report

Aggregating your portfolio information and data in a table

Staying up-to-date with portfolio company data

Add filters to Portfolio reports to organize your view by Metrics and Property values

This article walks through how to add dynamically supported dates to portfolio reports

This article walks through how to create a Scatterplot Chart using the data from a Portfolio Report.

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