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Platform / Reports

Make the picture easier to share.

Turn analysis and working information into a report your audience can follow, then review the detail before sharing.

See Reports in action
  1. 01Relevant records
  2. 02Clear narrative
  3. 03Reviewed report
Reports

Keep the useful
context close.

  • Bring the relevant information into a clear report
  • Prepare client, advisor or leadership reporting
  • Review figures, sources and sensitive information before delivery

“How do I explain this clearly to the team?”

Build a focused story from the information at hand, with the detail and review your audience needs.

Keep the work connected.

CRMPlansHanna Docs & Files
A MORE CONNECTED DAY

Let’s make room for
the work that matters.

Take a guided look at Hanna, from the first client question to the next step.

See Hanna in action