Hooray! You made to the end of the monthly process and you are ready to share your reports with your clients! Oh wait….. I still need to download the reports, organize them, attach to my email and write out my commentary.
With Digits Reports, this process happens in seconds.
With built in client organization, executive summaries and custom emails for clients, you can reach the end outcome much faster and delight your clients with beautiful reports along the way!
1. Open your clients report
2. Click "Share Report"
3. Type out a quick message
4. Grant view or comment permissions
5. Send Report