We've built this to make it easier for you to share progress charts with your clients! Instead of downloading the data to spreadsheets, filtering it, and then creating charts from scratch, we've automated all of that work for you!
The reports are completely modular and can be built based on customized filters.
Here's an example of how the end result can look:
Building a report
To build a customized report, go to the client page and click on the "Reports" tab. Then click on "Generate New Report".
This will open the interface for customizing a modular progress report. You can apply different filters, multiple times, and add the relevant graphs as a result.
Check out the video below to see how to do so:
Sharing a report
Your report can be shared with the client either by having Myndlift automatically send them an email or by copying the link to the report and sending it to your client yourself. It's absolutely up to you!
Here's how it looks once you click on 'Generate Report' and are ready to share:
Viewing the report later on
You can always view your report later by going to the Reports tab in your client page.