How to Set Up & Manage Summary Reports

How Admins Can Enable and Configure Reports

• Go to Reports Module and click on Business Summary

• Select settings of User Email Report

• Turn the toggle ON

• Choose report frequency:

  • Daily

  • Weekly

  • Monthly

• Choose recipients:

  • All Users

  • Selected Offices

  • Selected Users

• Click Save

How Individual Users Can Manage Their Summary

How Individual Users Can Manage Their Summary

If allowed by admin:

1. Go to Reports Module

2. Open Email Report Summary

3. Click Preview to view example

4. Adjust your own frequency

5. Save settings

Permissions Required

To use this feature, we will be needing permissions:

View Email Summary Report: To preview summaries and access logs

Edit Email Summary Report Settings: To manage frequency and recipients

View User Business Summary Report Logs: To access the history of reports sent to individual users.

View Office Business Summary Report Logs: To access the history of reports sent for an office.

View Company Business Summary Report Logs: To access the history of company-wide reports

Note: Without these, users will not see or receive the feature.

Troubleshooting

Not receiving the report? Check:

• Email quota may be exhausted

• Report is turned OFF

• Wrong frequency is selected

• User has no permission

• Email went to spam

• User is disabled

• Report failed and needs to be resent

When quota is insufficient, system sends:

“We were unable to send your Business Summary Report as your email quota has been exhausted.”

Admins can top-up credits and resend reports.

Best Practices to Get Most Out of This Feature

• Counselors should rely on daily summaries to plan & review their day

• Managers can use weekly office summaries for team meetings

• Owners can use weekly company reports for strategy

• Use stage reminders to avoid delaying applications

• Use graphs to identify trends, slowdowns, or improvements