Tutorial

If your client needs a Quarterly Report, run them easily, with analysis, in Digits

  • 28 April 2022
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All clients have different needs and as their accountant you likely also have different deliverables for each client. Some are monthly, some are quarterly and some are annual clients. You need to be able to quickly and seamlessly support each one. But deriving learnings and analyzing data on all of these different cadences can be quite taxing and take a lot of time. 

 

With Digits Reports you can run reports on different cadences, in this case Quarterly, with rich analysis included with the click of a button.

 

 

In Digits:
1. Click "+ New report"
2. Choose the quarter you would like to run a report for in the date picker
3. Share Report with Client


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