Learning hub
Level up your reporting skills
Exploring your way around Reportly is easy. The navigation design is simple and intuitive. Start by customising the Settings for your business, create report themes to match your reporting style. Adapt your inspection report templates and checklists, invite users and import your clients data to get quickly up and running.
Review and update the application's default settings. Check your business details and logo. Update report titles and disclaimers.
Go to Settings to customise colours, fonts, page order and layouts to tailor the right look for your reports and quotes.
Import your client data in one go. Copy and paste your contacts and follow the prompts to upload into your account.
Invite team members. An email will be sent to them with a temporary password to login and a link to download the App.
To get you started these short training videos go straight to the point. These easy Reportly Cloud and App tutorials show and tell the navigation to find common items when getting started, as well as how to get the task done. More vids coming up soon.
How to Edit Report description
App Recording description
Invite users Description
