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Training & Support
How do I run a report?
Learn how to generate a client-facing PDF report
Check out this video.
Hi, I'm Cameron from Covisum. Generating a client report only takes a couple of steps.
- Once you have your client's information entered in on the client information page, click into the software that you have access to or would like to run a report from.
- Click on the "Generate PDF" button in the right-hand corner.
- Give your report a name and click the "generate" button to generate your report.