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Share a graphic with your clients
Share a graphic with your clients

In order for your customers to witness their progress, you can share graphics on the application or send them in PDF format

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a year 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

  1. Click on the “contacts” tab.

  2. Choose the clients to whom you want to share the graphic.

  3. Click on the “reports” tab.

  4. Choose the desired table.

  5. Choose the graph and click on the three dots (top right of the graph).

  6. Choose the desired option. To share via the mobile app, select “Share with client”.



Further information

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

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