Great, you made it into Digits! Now its time to experience the magic of generating your first report, the speed of analysis and the elegance of sharing reports with the stakeholders, budget owners or board!
- Click on Digits Reports from your app springboard.
- Click on “+ New Report” in the top right of the reports browser.
- Choose which reports you want to send to your client and click “Generate”
- Customize the executive summary and make comments on the report
- Click the “Share” button in the top right
- Type in your stakeholders email and a quick, custom message to them.
- Click the “Share” button to send