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'