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!