How does the Executive Report work?

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There are two aspects of the Executive Report that you will be able to globally manage:

  1. Executive Report tab in Business App
  2. Automated report email

Your clients can view the new Executive Report at any time in Business App > Executive Report. You can set a weekly and/or monthly schedule for the report to be sent via email to your clients.

To enable or disable the Executive Report and to Select whether you want your clients to receive Weekly or Monthly emails of the Executive Report, follow the steps below> 
for a single user go to 
PC>>Account >> users >> edit notifications >>click on the white space next to the business name > business app.


For bulk user update >

PC>> users >> edit bulk users >> notifications tab >> business app.




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