What We'll Talk About

If you’re new to Reporting or simply looking for a refresher on how to get set-up, this is the one for you. We’re going back to basics and will show you the what, where and why of Reports. Activate, copy, collapse and expand to your heart’s content.

What You'll Learn

  • How to download a Report from the Silverfin marketplace
  • How to copy Silverfin reports to edit, or adding to a client file
  • How to format your reports, including spacing, collapsing or expanding