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15

Module

Delivery & the Client Portal

Getting the report to the people who need it, and knowing exactly what each of them can see.

4 lessons30 min
Start lesson 15.1

Lessons

  1. 15.1Generating and deliveringProduce the PDF and deliver it.8 min
  2. 15.2Sharing without a loginShare a report with someone who has no account, and revoke or reissue the link when you need to.7 min
  3. 15.3The client portalExplain the portal to a client, and know which plans include it.8 min
  4. 15.4Attachments and addendaAttach third-party reports correctly and know where each appears.7 min

Module quiz

10 questions. 80% to pass, and passing unlocks the next module. Get one wrong and you are told which lesson to revisit.

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