Getting Started with

Data Sources
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Sharing Your Report

Sharing Your Report

There are multiple ways to share a report for your clients, or for internal purposes.

  • Schedule report
  • Share report link
  • Rename report
  • Edit PDF header
  • Add client logo
  • Export to PDF

You can even set up a White Label Client Portal and customize the report to share only what you want to share.

Next: Creating Templates