How to share reports with your clients

Once you've completed a report, titled it, and hit save, navigate to the next submenu (Client Reports). From here, click on the dropdown underneath "Add to Section" to add the report to the relevant section. If, for example, you've completed and wish to share a Cashflow plan with a client, you'd add the Cashflow report to the "Planning" section. 

Once you've added the report to the relevant section, click on the section submenu, and you'll see the report saved there. From here, you can choose to share the report by toggling the "Share to Client" button to green (shown by the blue arrow) , which will instantly make the report visible to the client in their Client Portal. You'll also be shown whether or not the client has opened and viewed the report (highlighted by the red arrow).