Check out this video for a quick tutorial on using smart reports, then follow along with the guide below.
​

From anywhere in the app, click Reports on the left sidebar to open the Reports page, then click Create Report in the upper right corner to start the creation process.

First, choose Client Report, then select the Client this report is for from the dropdown menu. Click Continue.

Next, select a layout for your report by clicking either the Slide Deck (landscape) or Document Report.

Choose Smart Report as the starting point for your report. This will create a report using the integrations you currently have connected to the Client.

In the next step, add a name for your report, then click Create to generate the report.

After a few seconds, the report will generate, and you'll be brought to the report editor.

Here you can make changes to the report, like adding section backgrounds or customizing widgets. Once you're ready, you can send the report on demand or schedule the report for later!

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄