Quickly recall what reports to send your client for the upcoming month

With every new client comes a potential new combination of reports and report types that they expect every month. While in many cases, accounting for the increased time of new reports can be handed through charging more, it does not ease the added organizational structure that is needed to keep all of your clients needs straight. 

With Digits Reports you have an easily accessible client organization tool that allows you to seamlessly access what you have sent your client and when you sent it. Making it extremely easy on a client by client basis find what you sent them historically and pull up any historical context needed for the upcoming month. 

1. Find your client in the client portal
2. Go to your most recent month's/QTR/Annual reporting package 
3. Look which reports you sent (Digits Generated and Attachments) 
4. Check if there are comments from the client about augmentations moveing forward or questions to take into account this period in the report
5. Prepare to send this current months reports