How do I run a report?

Learn how to generate a client-facing PDF report

Generating a Client-Facing PDF Report

Check out this video.

Transcription:

Hi, I'm Cameron from Covisum. Generating a client report only takes a couple of steps.

  1. 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.
  2. Click on the "Generate PDF" button in the right-hand corner.
  3. Give your report a name and click the "generate" button to generate your report.