Modified on: Mon, 29 Apr, 2019 at 8:25 AM
In the Snoobi menu, click on Settings, next on Permissions, next on Reports. The following screen shows all reports created for the available account(s):
- Report name shows the name of the report created by a user.
- Accounts shows the name of the account in which the report was created.
- Users shows the name of the user of the report, or a number if more than 1. Click on the number to see details.
- Email subscriptions shows subscriptions to the report (if any). Email subscriptions are set from within reports or as described below.
Move your mouse over a report name, this will display a pencil icon. Click on it to edit permissions for the report. The next screen offers two tab pages:
At the top you see the name of the report in brackets, in this case leads.
- Click on +Add permission if you want to give a Snoobi user Admin or User permission.
- Admin - can edit the report, set permissions, set subscriptions, etc.
- User - can only view the report and make a copy.
- To remove permission for a person, choose No access an click Save. This user will then be deleted from the list.
Click on Email subscriptions to create or edit an email subscription for this report. You can enter settings in the following screen:
- Enter a Description for the email message.
- Choose (optionally) a Start date and End date for the report. If you leave this field blank, the report is always sent.
- Enter the Email address of the recipient. This does not have to be a Snoobi user.
- Choose a Language for the report and the Format.
- Type and Sending day define when the report is sent (for types Day and Week choose a day in the week, for Month choose the day number of the month.)
- Date range defines how much data is included in the report.
- Optionally, select a neutral email Template, without references to Snoobi.
- Repeat step 3 for each subscriber.
- Click Save when you're done.
- Note when you select Day report, and you want to have a report every day, you need to enter every day separately. In this way you can ommit weekends
or specific days for instance.
The recipients receive an email with one of the following
- a PDF as attachment to the message.
- a link to the report in the email (this URL remains active for 30 days). This option also sends a .CSV file from the first panel (this can be switched on or off).
This panel can be used in a custom report or imported into the CRM or sales application.
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