How to View Emailed Reports In ExactEstate

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Reports Help

Emailed Reports

Emailed reports are used to send an emailed report to selected staff members at a custom time of the day

To learn about setting the custom time in which emailed reports are run, please check out our Periodic Tasks section in Admin Settings.

First go to the "System Reports" page from the main navigation.

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Now on this page you can view all reports that are emailed as shown below. This includes our Daily Report which provides expansive data on your Properties in a single laid out report.

To access the report, simply click the button with the report name on it.

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Now you are shown a list of users in the system. You can select which ones are emailed the report by toggling the checkbox next to their name.

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To preview the report click the button as shown below.

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And to send an email out to all assigned users, please click "Send Email" as shown here.

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