Want to create reports your clients will actually love and read? In this course, we’ll teach you how to build beautiful, professional reports from scratch or by using templates. Customize every detail, from headers to charts, and learn to share insights effectively. Whether it’s for a single client or multiple, this course has you covered.
What you'll learn:
Create reports from scratch or use templates
Define your reporting goals: date range, data sources
Customize reports by adding text, images, and headers
Clone reports to multiple client pages for bulk edits
Navigate your reporting page with filters, search, and status options
Share reports with your clients using various methods (PDF, dashboards, etc.)