Send an email to firstname.lastname@example.org and we will reach out back soon.
Reports are used to monitor and share a summarized view of plans.
To create a report, go to the "Reports" section and click "Create Report".
On the next screen, you will be presented with options for what you want to show.
Reports get updated automatically every 15 minutes, with the most recent actuals and forecasts for every plan included.
To share a report, just open it and click the "Share" button at the top right. It will give you a link to send to whomever you want to give access to.
Anyone with access to the link will be able to see the report, but they won't be able to see anything else in your account.
If you edit a report that you shared, the sharing link will remain active, and it will access the new (edited) version.