Quickly generate QBR and Lifecycle reports to share information with your clients by leveraging customized templates targeting specific scenarios or focused meetings.

You can also generated  a report which can be shared via ZOOM, emailed to the client and printed. To make changes navigate to Reports and Dashboard Designer

You can show/hide sections, edit the Summary page content as well show/hide extra columns in Column Settings tab or customize the Trends and Topics

You can schedule report under Reports and Dashboard Designer -> Report Schedules

Table of Contents