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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

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  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

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

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