Reports

This guide provides instructions on managing and reviewing automated client-ready reports, including finding, previewing, and managing scheduled reports. It also covers accessing past reports, manually generating and scheduling reports, and using the report builder for customization.

Reports: Managing and Reviewing Reports

Learn how to find, preview, schedule, run, edit, and manage client-ready reports from the Reports & Schedules page.

Reports: Accessing Past Reports

Learn how to find, preview, download, and verify previously generated client reports without rebuilding them.

Reports: Manually Generate and Schedule Reports

Learn how to create client-ready reports, choose report types and date ranges, configure automated delivery schedules, add recipients, preview reports, and save or run reports immediately.

Reports: Using the Report Builder

Learn how to customize, preview, schedule, organize, and brand client reports using the Report Builder.