Reports Tab

Select ‘Clients’ from the menu on the left hand side of the page and then 'view/edit' your chosen Client

Within each Client, the Reports tab lists all the Reports created with a Client and displays the following information/options:

• Title of the Report
• Date created (which can be viewed in ascending/descending order)
• Password (Reports are password protected when shared)
• Actions 
  • View Report
  • Edit Report
  • Delete Report
  • Copy Report 
• Share (email pop-up or link copied to your clipboard)
• Display to Client (slider to select whether visible to Client in the Client Portal or not)
• Last Viewed 

Above this table is the option to 'Create New Report'