To share reports with clients:
1. Click ‘Share’.
2. In the share window, choose the report timeline/date as shown below:
3. Choose the:
Contact person to whom the report should be sent to
Email description (Report will be shared in the form of a link via email)
4. You can also choose to schedule reports by checking the ‘Schedule Report’ option and defining the timeline as shown below.
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.