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.
- 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.
- Personalize the document by adding your logo and company name, and providing comments/explanations for each section.
- 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.