Share a graphic with your client

Here is the procedure to share a graph with your customers

Written by Mathieu Gagné
Updated over a week ago

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

Click on the "Clients" tab, then choose the client you want to share a graph with;
Click on the "Reports" tab;
Choose the desired graph and click on the three dots (top right of the graph);
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.