To share report,

  • Tap share report at the extreme right of your dashboard (this report includes both your application and Financial report)

  • You will get a dropdown to email report or download report

Now let's take a look at both one step at a time.

Email report

Email report allows you to schedule report and send report to multiple people. to get started,

  •   Click email report

  • A form pops on your screen that requires you to to fill the following

  • Frequency (Frequency at which you you want the report to be sent)

  • Day of delivery

  • Time

  • Recipient ( Note that you can have multiple recipients. Just input a coma after each emails)

  • Email subject

  • Body (messages you want to include in the email report)

  • After this form has been completed, Tap Schedule

There you go! Your scheduled report is ready.


Now, let’s take a look at the second option.

Download report

  • Tap share report at the extreme right of your dashboard (this report includes both your application and Financial report)

  • You will get a dropdown to email report or download report

  • Tap download report

Boom! your application and financial report is downloaded in a single pdf sheet