How do I generate a report for my client?

First log into your client's account by going to the "Clients" table and clicking "Access" for the client you are working on.

To Create a Report

Step 1:  Click on "Report" section in the "Planning" phase.

Step 2: Type "/" to access a list of report Presets, offering various report settings. Choose the report type that suits your needs. If you're not sure then select "All" and delete the content that doesn't apply to your client.

Step 3: Edit the generated report as needed and click the "Save Changes" button. When the report is "unpublished" it will not show up for the client. You can save/edit as much as you like.

Step 4: To make the report visible to your client, click the "Publish Report" button.

View Report and Export a Report PDF

Step 1: Click on "Report" section in the "Planning" phase.

Step 2: Select "View" to view the report as a client would.

Step 3: Use the drop-down menu to choose a report, then click "Print PDF" to download a copy.