How often are Concierge reports generated?

Concierge reports are generated monthly, and can be set to email out automatically. To get started, go to Partner Center > Concierge > Accounts tab > [Account Name] > Reports tab.

To send a Task Report via email, select the month and recipients, and then click Send Report.

To view a Task Report, select a month and click View Report. This report will then open in a new window. Your digital agents can then share this link with clients—it is public and does not expire. You’ll notice there is now a month selector within the report and the option to view an All Time Report.

Your digital agents can also automatically email monthly Task Reports to the selected recipients. Concierge sends these reports on the second day of the month for the previous month. The email template can easily be modified.

To add or remove someone to the list of recipients, select Edit Email Recipients and then Manage Recipient.

The View Report Email History section easily lists and identifies all past reports that have been sent out and their status and how they were sent, one time manual or monthly.

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Comments

  • Avatar
    Brittany Welker

    How do I email the report to a client without copying and pasting it and then saving it?

    Edited by Brittany Welker
  • Avatar
    Jaret Martens

    Hello Brittany,

    We recommend saving the report as a PDF, then emailing it to the client. This should be possible by using the 'Print to PDF' functionality within your browser.

    Regards,
    Jaret Martens

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