Share a graphic with your client

Several sharing options are available to you:

• Share the chart with your client via the mobile application;

• Download the graphic in .PDF format

• Download the graphic in .PNG format

In steps

1. Click on the "Clients" tab, then choose the client you want to share a graph with;

2. Click on the "Reports" tab;

3. Choose the desired graph and click on the three dots (top right of the graph);

4. Choose the option you want. To share via the mobile application, choose "Share with client".

Further information

• For our academy (Table and Graph creation section), click here;

• For help on creating chart, click here;

• For help on creating boards, click here.