The Report Builder

This is a tool designed to help you create professional reports that present data in a concise and transparent manner. You can send such reports to your clients, colleagues, and supervisors. These documents can be created in .PDF, .HTML, and .XLS file formats.

  1. Choose the information you want to add to your report and decide whether you want to send it out manually or based on a predetermined schedule.
  2. Personalize the document by adding your logo and company name, and providing comments/explanations for each section.
  3. Create customized templates and use them the next time you want to create a report.

You can send reports both manually and automatically. To send out reports based on a schedule, specify the recipient’s email as well as the mailing frequency.