Generated reports folder in Documents

Through your Healthie membership, you are able to run and download important reports about your business, finances, and clients. This information can be used to streamline your business and drive business growth. When a report is downloaded, it automatically is populated within Healthie Documents, to a folder titled "Generated Reports." 

After your report is generated, you can view and/or move it. 

We suggest using folders within Healthie Documents to keep your reports organized. For example, you may want to move all financial reports in a single folder or moved into a folder denoting the date (ie. "April Financial Report" or "All 2019 Reports" ). You can create subfolders (folders within a folder) to further organize your "Generated Reports." 

These reports will remain within your folder indefinitely unless you delete them. 

Learn more about Healthie's reports here.