Complement your Report by Adding Custom Components

Lear how to manually add Components to a specific Report

Written By Yusef Jacobs

Last updated 11 months ago

Recommended reads before this one:

We know that sometimes you might want to add some additional information to a Report or that maybe the report was generated with the Standard Meeting Template and you want to add an additional section using a specific Component…

That's why we added the Add New Component button to the Report view:

This feature allows you to add a Component to an existing Report with just one click.

Let's say you have a Report that used the Standard Meeting Template but that you want to add a Sales Call Analysis to it in order to have a more complete and thorough Report.

You can just click on the Sales Call Analysis Component from the Dropdown and Jamy will implement it to the Report

It takes a Couple of seconds to add the Component. Once Jamy is done, there will be a new section in your Report with the new Component:

You can add as many Component to your Report as you need :).