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.


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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.

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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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