Keep the portfolio report distinct

This guide covers the classic Clients Summary Report: a portfolio-wide view of estimated hardware opportunities by client and device type.

Continue using the classic report and its existing monthly notification preferences while moving other work to the new interface. A single-client Deliverable, Client IQ summary or Hardware export is not an equivalent replacement for this portfolio report and its automated delivery.

If you cannot reach the classic report or its notification controls, contact your administrator or ScalePad Support. Do not remove an existing subscription to the report simply because you have started using the new interface.

Opportunity values are estimates based on hardware replacement assumptions. Review those assumptions before using the totals for planning or a client discussion.