Editing existing client Reports
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Open the Client Report:
- Navigate to the the report you wish to edit, or create a new report for the client.
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Edit the Specific Elements:
- Once in the report, locate the section or element you need to edit. You can adjust widgets or text to reflect the specific updates needed for the client.
- You can modify the order of the Widgets by using the pop-out Index on the left.
- For example, if you need to update scores or other dynamic fields, you can adjust those values directly within the report.
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Make Changes for a Specific Client:
- It's common to take a templated report and make client-specific edits to reflect their needs. You can remove or adjust items that don't apply to the particular client, helping tailor the report to reflect more accurately what’s relevant for them.
- At the top of any existing widget, you'll see a control button. Click on the + icon to add a Widget.
- The most common one added to Reports is the Content Widget. With this widget, you can add free text, graphics, or render external data/webpage through iFrame.