Having a perfect setup is key for working effectively and efficiently. In this article, you will learn the recommended account setup.
Always start with creating a client. It makes it easier to find the reports, the schedules, and the data sources for a specific client in the future. It will help you stay organized.
After creating a client, it's time to add the relevant data sources. Only add data sources that are specific for that client. Add all relevant data sources to the client. When creating a report, the app will show you an overview of the available data source in that client, which you can choose from.
Now you have added the right data source to the right client; it's time to create a report. The app contains two buttons where you can add a report:
A. From the client section:
B. From the reporting overview:
It's recommended to link the report to a template. If changes need to be made, for example, for 100 reports, it's easier to change it once through the template instead of every report.
Use a brand template to brand your report. With brand templates you can customize the style of your reports, giving them the look and feel of your company.
Scheduling allows you to send automated reports to your clients, for example monthly, weekly, or even daily.
Sharing reports with your clients using online reports and dashboards are a great way to serve your clients with more interactive reports. For optimal brand recognition and a fully white-labeled experience, you can use your own domain to deliver these links.