We’re thrilled to announce an exciting new addition to your OurGov toolkit—Reports!
Reports are designed to streamline your workflow and how you share updates with your clients by automating the work you do updating a spreadsheet and sending it out each week.
Why Custom Reports?
When we first started OurGov, one of the most requested features was the ability to create nice tracking reports.
Client relationships are unique, and we understand the importance of tailoring your communication to each client’s specific needs. With Custom Reports, you now have the flexibility to curate personalized updates that matter most to your clients.
Key Features
- Customizable
The content you send to clients is your own. Choose column layout, sort order, and customize which bills show in each report. - Effortless Note Integration
Add personalized notes to your reports, providing valuable context and insights that enhance your client’s understanding.
You can even add notes besides each bill to provide an update. - Time-Saving Efficiency
You may often go to the Legislations page and apply the same filters: Senate bills currently in the Committee on Health. Reports can bypass the need to select even one filter on the legislation page by allowing you to save that search.
Each morning you can simply select your “Senate Health Bills” report and take action as you see fit.
How It Works
Creating a Custom Report is a breeze:
- Select Your Metrics: Choose from a comprehensive range of metrics and data points to include in your report.
- Personalize with Notes: Embed your insights directly within the report, offering clients a deeper understanding of the presented information.
- Generate and Share: With a click, your custom report is ready to be shared. Seamlessly distribute it to clients through our user-friendly options.
Get Started Today
We believe that Custom Reports will not only save you time but also elevate your client relationships. Dive into this feature today and experience a more personalized, efficient, and client-focused reporting process.
Reports are just one of the many ways we’re committed to enhancing your experience with OurGov.
Good luck!