Configure Consultant Report Templates

Consultants have the ability to generate reports specific to their customers’ needs. You can add a custom cover page to your report to include customer and consultant contact information plus other summary details. By running the report in DOCX format, you can edit the report to focus on the details most important to your customer.

You create a consultant report by running a consultant template. (Available for Consultant subscriptions only.)

 

Have you thought about which hosts you want to report on and what you want to see in your report? We can help you with this quickly - review the basics for some ideas.

Reporting - The Basics

 

It's easy to use an existing consultant report template. Just go to Reports > Templates and:

1) edit the template you'd like to use,

2) we recommend you save a copy (click Save As), and

3) configure the report template settings.

 

Launch client report using your template