---
title: How do I generate a report?
description: Create professional reports for your clients using Grantd's report templates.
---

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November 12, 2025

# How do I generate a report?

## Create professional reports for your clients using Grantd's report templates.

### Generating a Client Report

Follow these steps to generate a report for your client:

1. From the Grantd homepage, select the **Clients** tab
2. In the Clients page, select the client you would like to generate a report for
3. Select the **Report** tab from the options at the top of the page
4. In the Reports page, select the **+ Generate Report** button

\[INSERT IMAGE HERE\]

1. Select the template you would like to use
2. Name your report
3. You will get a popup asking you to confirm report generation
4. Select **Submit**

\[INSERT IMAGE HERE\]

Your report will populate in the list of reports found on the Report page.

### Related Articles

- [Can I customize a report with my branding?](https://support.grantdequity.com/can-i-customize-a-report-with-my-branding?hsLang=en)
- [What reporting capabilities does the platform offer?](https://support.grantdequity.com/what-reporting-capabilities-does-the-platform-offer?hsLang=en)

 

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