Creating an Executive summary report

You can create an Executive summary report, preview its content, configure the recipients of the report, and schedule when to send it automatically.

To create an Executive summary report

1. In the management console, go to Reports>Executive summary.

2. Click Create executive summary report.

3. In Report name, type the name of the report.

4. Select the Recipients of the report.

   • If you want to send the report to all direct customers, select Send to all direct customers.

   • If you want to send the report to specific customers

     1. Clear the Send to all direct customers.

     2. Click Select contacts.

     3. Select the specific customers. You can use the Search to easily find a specific contact.

     4. Click Select.

5. Select Range: 30 days or This month

6. Select file format: PDF, Excel, or Excel and PDF.

7. Configure the scheduling settings.

   • If you want to send the report to the recipients at specific date and time:

     1. Enable the Scheduled option.

     2. Click the Day of the month field, clear the Last day field, and click the date that you want to set.

     3. In the Time field, enter the hour that you want to set.

     4. Click Apply.

   • If you want to create the report without sending it to the recipients, disable the Scheduled option.

8. Click Save.