If you want to enable receiving periodic reports in your mail inbox, you can do so by following the below steps.
- Log in to Visitdesk with your respective credentials.
- Go to
Settings->Other Settings->Report
- You will be directed to the
report setup
window - Enter the mail ids to which you want your reports to be sent (separated by commas) in the
Email CC for reports
field. - Use the toggle option under
Report schedule
to select the kind of reports you want to receive based on your preference. (Daily report/ Weekly report/ Monthly report/ Yearly report) - You can either select any one type of report or a combination of them as well. (say you may set your preferences to get both daily and monthly reports)
- After making the required changes, click on the
Save changes
button - You will now get periodic mails based on your selection.