The Reports section lets you generate branded PDF reports to share with your team, board, or clients. Choose from several report types, each automatically populated with your live data.
Go to Reports in the sidebar. Click New Report. Choose the report type and date range. The report is generated in seconds.
After generation, download as PDF or copy a shareable link. Report links track when the recipient opens them — useful for client reports.
For agency clients, use the Client Report type and enable white label branding. Your logo and colors replace all CooVex branding before the PDF is generated.
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