Step 1: In the ‘Client List’ select a client.
Step 2: Click on ‘Add Report’ button on the top right-hand side to add a new report.
Step 3: Select the client from the drop-down menu.
Step 4: Enter a report name in the ‘Title’ field and then click on ‘Continue’.
Step 5: From the panel on the left hand side, select which widget to include in the report (this would be the information that you would like to show in your report).