Click either on ‘+’ that appears first to create a document from scratch or choose one of the prebuilt templates.

Give the name to the report.

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

Click on submit.

The document is ready. Now, you can customize the generated document by adding/editing the widgets or changing the themes

You can also download and send this Document in PDF format.

You can also save it as a template for future use.