Our Software

Reporting

On your project, you will see a 'Reports' tab.

You can

  • Create PDF reports
  • Schedule PDF's to an email
  • Create report links

You are able to customize date range, along with what is included in the report in the report configuration.

The Reports tab on your project - build PDF reports, scheduled emails and report links.

Each version of reporting has their own respective tabs.

For our white label clients, if you have your custom domain set up it'll use that for report links, along with your branding for all reporting types.

Here's a video going over it.