Having a perfect setup is key for working effectively and efficiently. In this article, you will learn the recommended account setup.

1. Start with your clients

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.

2. Adding data sources

After creating a client, it's time to add the relevant data sources. 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.

3. Creating a report

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:

Next, you can decide to create a blank report or to use a template. We recommend starting with a template because it already contains some tables and graphs.

4. Schedule and Share your reports

After the report is ready how you want it you can share it or schedule it to be sent out.

Sharing reports with your clients using online reports and dashboards is a great way to serve your clients with more interactive reports. For optimal brand recognition and a fully white-labeled experience, 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.

WHAT'S NEXT?

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