How to generate a project report for in AgencyEasy?
This article will teach you how to generate report for your projects in AgencyEasy.
Click on the ‘reports’ on your AgencyEasy dashboard.
Click on ‘+Create New Report’ to create a new for your project.
From the dropdown option, select the Project you want to create reports for, and click Next.
Choose the template you want for your report from – Blank Report, Template, and Existing reports
If you select ‘Create a Blank Report’, you will be taken to the below page.
Type in the report Name.
Select the Date Range for your report.
Upload the Company Logo – this will reflect on your report
Upload the Campaign Logo – this will reflect on your report
Upload the Cover Image you want for your report
Once you are done with filling in the required details, click on Next. Your report will be created in the matter of seconds.
If you select ‘Start from a Template’, you will be taken to the below page.
Select the template you want for your report.
Type in the report Name.
Select the Date Range for your report.
Upload the Company Logo – this will reflect on your report
Upload the Campaign Logo – this will reflect on your report
Upload the Cover Image you want for your report
Once you are done with filling in the required details, click on Next. Your report will be created in the matter of seconds.
Now, if you select ‘Clone an existing Report’, you will be taken to the below page.
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