Search clients, projects, proposals, CRs…
⌘K
New
AM
Reports & analytics
Live metrics from payments, CRs, proposals, and delivery · last 90 days
30 days
90 days
12 months
Custom report
Scheduled reports
Email saved report bookmarks on a recurring cadence
Saved report
Select…
Recipients
Frequency
Daily
Weekly
Monthly
Format
PDF email
CSV email
Add schedule
Save a custom report bookmark first, then schedule it here.
Report
Frequency
Format
Status
Last sent
No scheduled reports yet