Reports
Reports, KPIs, reporting categories and PDF exports
- Branding your clients' reports
- Custom reports and KPIs
- Downloading a report as a PDF
- Profit and loss by reporting category and saved reports
- Reporting categories
Getting started with reporting
A three minute walkthrough: reporting categories assigned by AI Autopilot, a custom report built from a template, then shared or downloaded as a PDF in your firm’s branding.
Still need help?
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