Please follow the steps below to create a report:
- Click on ‘+ New’ in the right corner of the page.
- Click on New Report.
- Select either a Report Template or Blank Report. If you choose a blank Report, you need to give a name to your report else template name will be taken by default.
- Choose a Client. Here, you'll see all your clients in the drop-down.
- Choose an Account and click on Create Report.
- Now, customize the default report by adding the widgets onto the Report.
- You can also download and send this Report in PPT, PDF formats.
- You can also save as a template for future use.
Have questions about getting started with Reports? Feel free to reach out to us at [email protected]