Borderly Generating Reports on Behalf of Clients
Create verified PDF reports for your clients through the professional portal.
Professional
Overview
With Reporter or Admin access, you can generate reports on behalf of your clients. The reports are the same as what the client would generate themselves, but you can create them from your professional portal without asking the client to do it.
How to Generate a Client Report
Follow these steps:
1
Go to Clients
Open your client list.
2
Select the client
Click on the client you want to generate a report for.
3
Go to Reports
Navigate to the Reports section of the client's dashboard.
4
Generate and download
Choose the report type, set parameters, and generate. Download when ready.
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