Reporting Features
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      How do I customize the reporting PDF?

      An overview for generating a PDF within reporting

      In our new reporting dashboard, you can now organize your reports to what you believe is the most necessary piece to show to your clients.

      Click the download button at the top right corner to open the modal. All charts will be selected on default.

      • Checked boxes will be included in the PDF
      • Un-checked boxes will not be displayed on the PDF

      Users also have the ability to show or hide the appendix on the PDF. Choosing to hide the appendix means only the top-performing line items will be displayed on the different charts.