To create a new report:

1. Click on the ‘create report’ button on the top right corner from the chart/report window.


2. Add report title and description in the new report window


3. Click ‘Chart library’ to choose the charts to be added to the report.


4. Add the charts required.

5. You can filter the report by client/date (or others) by clicking on the Filter options as shown below:

6. Click ‘Done’. You can choose to save the report preview pdf by clicking the ‘Export PDF’ button.

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