Automatically assemble performance and planning information into a briefing book, board report, management report pack, management dashboard, or an online “planning and performance portal.” CorPortfolio automates and streamlines the period-ending reporting process. Users define their outputs and layouts once, and then leverage the built-in scheduler to automatically update data at any frequency. Better yet, report and dashboard configuration requires no programming skills of the end-user.
Easily create robust portfolios.
CorPortfolio was designed with the business user in mind, so it’s incredibly easy to create robust, engaging portfolios. With CorPortfolio, you can combine text, graphics, reports, spreadsheets, video clips, commentary, and other data into a single portfolio. Plus, you can embed any Rocket CorVu object, OLE object, graphic, text file, or hyperlink quickly and easily, as well as attach notes and annotations to any object. With a customizable look and feel, and personalized multi-page dashboards and briefing books, any user can look like a portfolio-creating pro.
Deploy and navigate.
CorPortfolio enables you to deploy your portfolio online—in both PDF and HTML formats—as well as through professional-quality print-outs. Simple tab navigation of portfolio components adds to CorPortfolio’s ease of use, while interactive drill-down into portfolio objects provides transaction-level detail for additional analysis.
Choose your document style.
CorPortfolio supports a large number of document styles for all of your reporting needs, ensuring that your reports look and feel consistent throughout the organization. Create briefing books, management report packs, board reports, project reports, compliance reports, service level reports, and customer, employee, and supplier reports.
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