Tutorial

Create beautiful branded reports at the click of a button

  • 27 April 2022
  • 2 replies
  • 49 views

Userlevel 5
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Creating beautiful, branded reports can take a ton of time. From adding cover pages, to customizing with client names, making a report feel like it came from you and impress your client with more than just a spreadsheet is cumbersome. It is also an easy thing to just not do when we are busy. 

 

With Digits Reports, delivering a beautiful and branded report is no longer a chore but rather something built directly into your report delivery workflow in a simple and elegant way. 

 

 

In Digits:
1. Open up the “Options” panel on the left side of your report
2. Choose the “Prepared By” customization options and specify if the report is from, you or your firm
3. Send the report


2 replies

For some reason I cant get sound on this one video

 

Userlevel 5
Badge +3

Hey @Michael Meilinger Great point! This video was created without audio as a visual description of how to create reports. Good to know you’d love some audio. Let me know if there are any specific points of generating reports that I can help with. 

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