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How to create a report with my client's information?

Learn how to create and save automatically a PDF with your client's information.

Updated over a year ago

In Nutrium you can create a PDF document with the client's information and automatically save it in the Files section on their profile, or print it.

To do this:

  • Access tab 1. Information;

  • You'll see two buttons, one to save and one to print:

  • In the Save button you will be able to see the option to save as a file;

    • Click and confirm;

    • When confirmed, you will see the option to choose a name for the report;

    • Click Save once you're done:

  • Go down to the "Files" section and see the document already saved in the client's profile:

With a click, you can view the PDF with the report on your client’s profile:

  • In the Print button, you will be able to generate the document in PDF and print it:


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