Administrators have the ability to generate a monthly report that emails the results on the 1st of every month. The results will automatically and repeatedly be emailed to the recipients on a monthly basis.
How to Set Up a Monthly Report
From the main menu, select Reports in the side navigation menu.
Select the "Monthly" tab.
Selecting this tab prompts the following window:
Here, administrators will designate the specific details.
Any change in details will take affect in the next round of monthly generation.
|Groups||Designate the Groups included in the report's results.|
|Smart Groups||Designate the Smart Groups included in the report's results.|
|Custom Fields Breakdown||Designate the specifics of what type of results the report presents.|
|Exclude the Following Admins||Designate the exclusion of specific administrators for this particular monthly report.|
|Report Recipients||Add specific users to receive the report.|