Tell me about Consultant Reports

Consultants have the ability to create reports specific to their customers’ needs. You can add a custom cover page to your report to include customer and consultant contact information plus a summary.

New Consultant Report menu option under Reports

You'll need a subscription with the Consultant service level in order to create consultant reports.

If you can't go to Reports > Reports, then Report Share is not enabled for your account and this is required to create consultant reports. Please contact support or your account manager if you would like this feature.

Just go to Reports > Templates > New > Consultant Template to create one. Learn more

By running the report in DOCX format, you can edit the report to focus on the details most important to each of your customers.