Monthly Customer User Reports
With our monthly customer user reports, you can easily send a report each month to one of your customers detailing their end users and what licenses they have assigned.
Adding Your Logo
- Open up Tools and Logs > Settings
- Scroll down and upload an image in the “Logo for Monthly Report and User Portal. (Make sure the image is smaller than 502×81 pixels. Jpg or png.
Schedule a Customer Report
- Open the Companies page
- Open the customer you would like to setup a report for
- Click the “Monthly Report” tab
- Enter in the details and the email you would like the report to go to
- You can tick “also send a report now” to send a report straight away