Step 4: Create your first client Reporting project

Best for reports that need to be sent at regular intervals and referenced back to at a later stage

Written by Chris Irwin
Updated over a week ago

Step 4: Create your first client Reporting project

Select a client.
From the left-hand toolbar click Templates.
In the left-hand filter click Report.
Filter the Templates available by selecting an Integration in the left-hand menu.
Find the Template you wish to add and click Use Template.
Name the Report and click Create Project.

Next: Share your work