Generating a report is fairly simple with ReportGarden. To create a report, you should first link your account.
Follow the steps below to create a report:
- If you use the app for the first time, you'll see the welcome page where you need to choose "Reporting."
- Link your account.
- Create a client.
- Enter the Report Name, Template.
- Choose an account, Client.
- Choose Time Period and Save.
- Now, customize the report by dragging the widgets onto the Report.
- You can also download and send this Report in PDF or Excel formats.
- You can also duplicate, publish in your client portal and export as a template.
Have questions about getting started with Reports? Feel free to reach out to us at [email protected]