Generating your first Digits Report

Ready to generate your first Digits Report to send to your clients and amaze them with interactivity, ease of communication and deep-dive ability!? 

Leave behind the days of boring excel docs that obfuscate away where your client should pay attention to. 

1. Choose a client on the left-hand side by clicking on your client's name.
2. Once you have clicked on their name, you will see a button that says generate a report. Click Generate Report. (If you have already generated a report, there will be a plus sign in the top right-hand corner that says + New Report)
3. When you have clicked Generate Report, you will see a pop up that shows "Executive Summary, Profit & Loss, Balance Sheet, CashFlow, and Add Document"
   1. If you would like to remove any of these options from your report, you can click the name of the report you would like to remove, and the checkmark will dissolve.
   2. Once you have decided which reports you are looking to generate, you will click Generate
4. Congratulations, you have officially generated your first Digits Report!