See how to add specific metrics to a report to use in client meetings
In this tutorial, we are going to add some specific metrics to a report. So from your prospects page select the appropriate portfolio. This will take you to the reports screen.
From here we are looking at the minimal impact report with these five values overlaid. And the metrics displayed here in the report can be changed. You can add additional metrics or perhaps remove metrics that might not speak to your client or your prospect. So to do that on the right side of the screen from the select metrics to display, I'm going to use health defender.
And I am going to select, a few more of these metrics to display in the report. So for this one, just as an example, I'm going to click the medical and healthcare violations. You'll see that the report updates. As you click on or off additional metrics to display. And maybe for this one, access to medicine score.
Coming down here to the, human rights, maybe I want to select animal exploitation to show as well. And again, as you click on or off specific metrics, your report will, update to include those. So here we're seeing that, metric for the access to medicine score. . So from here, depending on what you need to do with the report.
You can download this as a PDF to share with your client if they are not with you.
A great way to personalize a report. . Hopefully this was helpful. Thanks.