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How to create a Client Report / Dashboard

To create a Client Report / Dashboard:

  1. Log in to your account.

  2. Choose the Client and make sure you are under the Reports tab for reports and the Dashboards tab for dashboards.

  3. Then decide whether to Choose from Template or Start from Scratch

  4. Once selected, name your Report / Dashboard and save

  5. Add and review the metrics required for your report/dashboard.

  6. Click the Actions menu at the upper right side of the page