Nightly Emailed Club Activity Report
See how your club did yesterday before you even walk in the door! Get an update (via email) each morning with yesterdays highlights – how many leads came in, how many tours were completed, how many sales your club made. Do you have a new Sales Manager? Make sure he/she gets the nightly email of yesterday’s sales activity by adding that person to this report.
How to Add or Remove
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To add someone to the nightly email report:
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Staff from an Email Report
- Select the Reports tab
- Select Email Reports
- Find the appropriate email and click on Get Report
- The left side will list all your staff. The right side will list who is currently receiving the nightly report via email.
- To add staff, click the green plus icon next to
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- their name
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- in the left column.
- To remove staff, click the trashcan icon next to their name in the right column. - Click Save
To add someone to the nightly email, they must
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have a staff account.
If you don't have access to the Reports tab, an Administrator for your club will need to do this for you.
To remove someone from the nightly email report:
- Log in to your site and go to Reports>Email Reports
- Find the Report (i.e.: Nightly Emailed Club Activity Report) and click Get Report
- You will see everyone that receives that nightly email on the right side. Click the trash can next to each name you would like to remove from that nightly email.
- Save
*If you don't have access to the Reports tab, an Administrator for your club will need to do this for you.
Completed Calls not showing on Reports
The first item to point out is that the nightly emailed summary report and MSA (MLG) only shows Membership Lead Calls.
The Staff Activity Report shows ALL CALLS; made to LEADS and MEMBERS.
How can I print the MSA report so it's not so microscopic?
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| Info | ||
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How can I print the attachment of the nightly activity report on to one page?It's a lot of information to squeeze on to one page, but if you go to Reports>Live Reports and run the Club Activity Report, you can select the parameters you wish to view. This can significantly reduce the size of the report and focus on what is important to YOU. |