Accurate reporting is a super important part of your business, and it can also be really annoying - especially for high-touch clients. And so what we’ve done is simply automate the entire process, so you have more time to make more money and engage with your newest clients.
The way this works is super simple. All you do is click “Add Report”, give it a name, and select the metrics you’d like to be included in the report. Then you add in any number of recipients who you’d like to receive this report, set the frequency, and boom 💥 - you’re good to go. You’ll get an email that looks something like this - I mean it’s gorgeous, right? - and it displays all the metrics you’ve selected both in deltas and absolutes and links back to your summary page at the bottom of the email.
You can also generate an Instant Report which you can share out with your partners or teammates - just hit the share button on the top right of any given section.