Reports

The Reports tab has the built-in reporting feature in which you can generate reports then share them with your teammate or client.

Generate a report

1. On the Reports tab, click “Generate Report” button
2. On the modal, fill in all the required fields and select date range
3. Click “Generate” to finish
4. Click the report name to view it on a new tab

Share or email the report

1. On the Reports tab, click the “Action” dropdown button
2. Select Email Report from the dropdown menu
3. Enter up to 5 email addresses on the field, separated by comma
4. Click “Send” to finish

Edit a report

1. On the Reports tab, click the “Action” dropdown button
2. Select “Edit Report” from the dropdown menu
3. Edit any field you want to edit
4. Click “Update” to finish

Delete a report

1. On the Reports tab, click the “Action” dropdown button
2. Select “Delete Report” from the dropdown menu
3. Click “Yes, delete it” on the confirmation modal to finish