creating a report

To create a report, open the dashboard you want to build the report from and click the pencil icon on the right hand side of the page. This will reload the page with formattable text fields under every section. You can add text, links and images to any of the text boxes. Any boxes left blank will not be displayed on the page.

When you have added your commentary, scroll to the bottom of the page, name your report and then choose to save as draft or publish. Saving as draft makes the report visible to any user apart from those that have viewer or reports only access. Publishing makes the report visible to all users with access to that client.

Once saved, you can access the report via the Reports page or by loading the live dashboard and selecting the date range the report was written for.


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