Add business name to reports

When creating reports, I would like my business name to appear at the top of the report as a default. You should also be able to edit the report name in the setting to change if necessary.

@jellerbee50 The report assumes the portfolio name. All you need to do is change the name of your portfolio to match your company name. Go to the “properties” tab, select the 3 dots icon, “edit portfolio name”. Change it to whatever you want. That will show up on your reports.

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Hope that helps

-Tom