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How to create a Report?
How to create a Report?

DIY: Link an Account and Create a Report

Sam S avatar
Written by Sam S
Updated over a week ago

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:

  1. If you use the app for the first time, you'll see the welcome page where you need to choose "Reporting."

  2. Link your account.

  3. Create a client.

  4. Enter the Report Name, Template.

  5. Choose an account, Client.

  6. Choose Time Period and Save.

  7. Now, customize the report by dragging the widgets onto the Report.

  8. You can also download and send this Report in PDF or Excel formats.

  9. 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]

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