Replies posted by The Jib

6 Replies

tfctobias
tfctobiasNew Decimal
asked in General

White Labeling

@Michael Yes, emails as well. I’m sure you culd create levels of white-labeling and what they look like from basic to completely removed. But I’d love the option!

5
Michael
7 months ago
tfctobias
tfctobiasNew Decimal
asked in General

White Labeling

I’d REALLY like to see a white-labeling option for firms. It’s confusing for clients and I’d love to keep my branding along all platforms. I’d love to add this javascript to my custom member dashboard. 

5
Michael
7 months ago
The Jib
Advisory Board
The JibAdvisory Board

iPhone Reposrt AccessNew

@Dakota Thanks so much! 

4
The Jib
Advisory Board
9 months ago
The Jib
Advisory Board
The JibAdvisory Board

iPhone Reposrt AccessNew

Hye @Michael ~ Ya, I don’t see my clients needing to “deep dive” into reports when they’re out and about or on their mobile. I prefer having reports visible on mobile over any bells and whistles like the hoover feature. I’d love for them to log in, hit a “Reports” tab and either view or be able to download a pdf to view. Do you think this would be an option?

4
The Jib
Advisory Board
9 months ago
Rob Hamilton
Rob HamiltonDigits Team
published in Customizing Digits Reports

Create a robust executive summary with clear variance drivers within minutesTutorial

I’ve just recently started enhancing these reports for my clients and they are loving it! It’s great to add comments and have action items for our reviews (where we review the burn & sales dashboards). I also love the executive summary, very easy to add highlights right from the data! Thanks for this video, always great to see how folks use these reports!

433
Rob Hamilton
1 year ago
Wayne Chang
Wayne ChangCo-founder

Announcing Financial Reports from the Future (and $65M Series C)

EPICCCC!!! Love Digits!

12003
Michael
1 year ago

Badge winners

Show all badges
Terms & ConditionsCookie settings