Automatic Lybunt/Sybunt reports

Jolynn Uyehara

Is there a lybunt and sybunt report that can generate weekly or monthly and be sent via email? I recall setting up fund reports that come into my email weekly but I don't know if this works for the Lybunt/Sybunt reports. Any suggestions would be greatly appreciated!

Karen Diener

@Jolynn Uyehara
This would be possible in database view if you have purchased the Queue module and are able to get it working consistently.

In webview, under Reporting, there are some standard dashboards for Acquisition, Retention and Recapture. You can set some filters at the top and save that view, which can be emailed daily, weekly or monthly. You cannot adjust any of the panels on that dashboard, or manage a distribution list for the email. It might still work for your needs.

Karen

Jolynn Uyehara

@Karen Diener thank you. I will take a look at that.