Skip to content
profflow
Try it free

The month’s report for a client

Ready from the client’s figures, under your name and logo. You change what you want and send it.

Reports holds a report for every client whose data covers last month: the result, the cash, what is ahead, and the steps to take.

  1. 1Reports → Open.
  2. 2Edit the report: a comment of your own, a corrected figure, lines and steps of your own, sections left out.
  3. 3Download the PDF or let the client read it in their Reports.

The report carries your firm’s name and logo, never Profflow’s. What you change is kept with the report, and the PDF and the client’s screen show the same.

Still stuck?

Write to a person. Say which screen you were on and what you expected to see.