How do I make a report visible in Pulse?

The timing of when a report becomes visible in Pulse depends on when the user decides to share the report or to make it 'public'.

This is quick and easy to do! 

1) Go into 'Reports' tab

2) Select the report you want to share and open it up.

Hold up!!??? Why is the 'Key financial metric' report different from the other 2? 

Well spotted! Key financial metrics has an open eye and a green background. This means the report is already public and can be viewed in Pulse! 

3) Click 'More Options' -> 'Make public'

Yup, that worked!

And your Balance Sheet is now visible to the client in Pulse (if the period has been made public).

Still need help? Contact Us Contact Us