Export your Business Performance Report to PDF or Word so you can share it with your client or add your own practice branding.

Once you are happy with your report, you can export it to share with your client or keep a copy for your records. Two export options are available.

Option 1 — Export to PDF

Click Export as PDF to generate a finished PDF version of the report.

The PDF can be:

▪  Attached to a client email

▪  Uploaded to your client portal

▪  Saved to your practice file

Option 2 — Copy to Word

Click Copy to copy the full report content to your clipboard.

Open Microsoft Word (or any rich-text editor) and paste. Headings, commentary, charts, and tables will carry across cleanly, ready for further editing or the addition of your practice branding.

Tip:  If you want to add your practice logo, header, or footer, the Word export is the best route. Native branding options within the BPR itself are being considered for a future release.

Saving your report

If you do not export your report, a saved version is retained automatically. The next time you click Trends for that client, you will be offered the option to open the saved report or generate a new one.

Important:  Generating a new report replaces the previously saved version for that client and cannot be recovered. Export to PDF or Word before generating a new report if you need to keep your current version.

Coming soon

Saved report history — the ability to return to previously generated reports without starting again — is on the roadmap for a future release.