Please view this video or see the steps below to create and customize a Report.
Creating & Customizing a Report Video:
Steps to Creating Your Report:
1 To access please use http://beta.helioscope.com.
2 Select a Project to open from the All Projects menu or create a new Project by clicking on New Project to create a Project and Design.
3 Configure your financial inputs and generate your Proposal.
4 To view existing favorited Reports, click on a Report under the Reports section of the left menu bar. To edit, create, or favorite new Report Templates, click on Libraries and Reports to expand the list of Report templates available.
Search for the name of the Report in the search bar. Bookmark or un-bookmark specific Reports. Sort them by Last
Modified, Date Created or by any other field available.
5 Click on a Report to open it. Change the color scheme of the Report by clicking on Team Theme to open the drop-down menu with the list of Theme of colors available or create a new Theme.