Monthly Customer User Reports

Monthly Reports of Customer Users

With our monthly customer user reports, you can easily send a report each month to one of your customers detailing their end users and what licenses they have assigned.


Adding Your Logo

  1. Open up Tools and Logs> Settings
  2. Scroll down and upload an image in the “Logo for Monthly Report and User Portal. (Make sure theimage is smaller than 502×81 pixels. Jpg or png.

Schedule a Customer Report

  1. Open the Companies page
  2. Open the customer you would like to setup a report for
  3. Click the “Monthly Report” tab
  4. Enter in the details and the email you would like the report to go to
    1. Day of the month to send
    2. If you would like to group by the type of license or no grouping  
  5. You can tick “also send a report now” to send a report straight away

 

The report will now be scheduled to send on that day of the month.

Any reports you have added will show in the list below. You can download the pdf of any sent reports by viewing that report record.

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