We know how hard it is to manage multiple clients and send reports every month.
Now you can set up monthly or quarterly reports which will land directly in your inbox or clients' inbox.
Here's a step by step guide:
- Click on the project name from the sidebar
- Click on settings
- Go to the Automated Reports section
- Click to enable automated reports for each page within the project
- Select a period of time - monthly or quarterly reports
- Insert the emails you'd like to receive the automated report. Add multiple emails separated by a comma or a semicolon.
- Save your automated reports settings before leaving
You or your clients will get .pdf reports for each page within the project.
Don't know how to create and organize clients projects with Socialinsider 👉 here's a helpful guide.