- 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.
- Select from the existing report you want to clone for your new 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.
