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