One form of auto-reporting in GatorLeads is our regular reporting function.
This can be found under Admin -> Reporting.
Within Reporting you can see a list of users in your instance of GatorLeads. You can choose to send them reports on a regular basis as long as they have the Reports user role assigned to their user.
- Here you can select the colour scheme for your Report. This is a styling option for the file.
- You can also upload you company logo to place on each report.
- Here you select what users receive or do not receive reports. You can assign them Daily, Weekly, and Monthly reports.
Please make sure that users you want to send reports to have the 'Reporting' user role, which can be set under Manage Users. Without this role they cannot be assigned to receive said reports.