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.

client reports

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.

generic reports

Can't find what you are looking for? Reach out to mani@everbility.com

Write a report