To share reports with clients:

1. Click ‘Share’.

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2. In the share window, choose the report timeline/date as shown below:

3. Choose the:

  • Client

  • Contact person to whom the report should be sent to

  • Email description (Report will be shared in the form of a link via email)

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4. You can also choose to schedule reports by checking the ‘Schedule Report’ option and defining the timeline as shown below.

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📝 Note:


Reports will automatically be filtered by clients and shared, i.e, every client will automatically receive a report containing data that is only specific to them.


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