Edit Automatic Report Emails

Making changes to the report you are receiving from LeadManging is easy to complete, and can be accomplished by following these instructions.

On the Dashboard page (regardless of the Report you are viewing), there will be an mceclip0.png button in the top right corner of the Application. Clicking on it will bring up this modal that lists the Reports Currently being emailed by LeaadManaging.


Clicking the Edit button will bring up a small window, where you can:

  • Add Recipients 
  • Change the Report name
  • Edit the Time Period the Report is, or Frequency in which you receive it 
  • Change the time you would like to receive this report at 

Once you are happy with your changes, click the mceclip2.png button to finalize your changes

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request