Create a fully-automated Report for your client!

Now that you’re done with connecting integrations, let’s create the first fully-automated report for you!

• Go to the Reports tab
• Click CREATE NEW REPORT and select the date range you want a report for
• Drag and drop sections from the top navigation menu
• Customize the report if you’d like, and your report will be ready
• Click the “Generate PDF” button on the top right and the report will be downloaded for you!