How to create a report?

Step 1: In the ‘Client List’ select a client.

report client list

 

Step 2: Click on ‘Add Report’ button on the top right-hand side to add a new report.

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Step 3: Select the client from the drop-down menu.

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Step 4: Enter a report name in the ‘Title’ field and then click on ‘Continue’.

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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).

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