Share a graphic with your client
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".
- For our academy (Table and Graph creation section), click here;