Report History

We know that writing reports takes time. With Everbility you can continue your report from exactly where you left off.

Client reports

To access reports for a particular client, go to Dashboard , then Clients and click on the Client Data for the client you want to see reports for. You will see a list of all reports for that client that were previously saved.

You can click on Continue report to continue working on a report.

Generic reports

Any reports that are not associated with any client can be found under Report History on the Dashboard page.