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3. Create a Report
Sam S avatar
Written by Sam S
Updated over a week ago

Please follow the steps below to create a report:

  1. Click on โ€˜+ Newโ€™ in the right corner of the page.

  2. Click on New Report.

  3. 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.

  4. Choose a Client. Here, you'll see all your clients in the drop-down.

  5. Choose an Account and click on Create Report.

  6. Now, customize the default report by adding the widgets onto the Report.

  7. You can also download and send this Report in PPT, PDF formats.

  8. 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]ย 

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