How Do I Customize My Client Report?

The Client Report allows you to customize the downloadable PDF. To do this, press the 'Customize Reports' button at the top of your Client Report screen.

 

customize report.png

 

There are several ways this report can be customized. You can:

  • Set your logo and agency info to display with your reports. 
  • Enter the average times (in minutes) your team spends on various outreach tasks to include time tracking approximations. 
  • Choose which milestones, metrics, and graphs you want to include in your PDF download.

customize report edit screen.png

 

A full explanation of the Client Report can be found in this Knowledge Base article. 

Note: this report is not available for all Pitchbox accounts.

 

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