Tell me about Consultant Reports
Consultants have the ability to create reports specific to their customers’ needs. You can add a custom cover page to your report to include customer and consultant contact information, plus a summary.
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Good to Know |
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A Consultant subscription is neededA Consultant subscription is needed You'll need a subscription with the Consultant service level in order to create consultant reports. |
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Check to be sure you see the Reports tabCheck to be sure you see the Reports tab If you can't go to Reports > Reports, then Report Share is not enabled for your account and this is required to create consultant reports. Please contact support or your account manager if you would like this feature. |
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Do you have a consultant report template?Do you have a consultant report template? Just go to Reports > Templates > New > Consultant Template to create one. Learn more |
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Tell me about the DOCX formatTell me about the DOCX format By running the report in DOCX format, you can edit the report to focus on the details most important to each of your customers. |