The Book 5-5-16

xchange.luxuryportfolio.com G U I D E T O L U X E A N A L Y T I C S T M

To schedule a report to go out to your client weekly or monthly, back from the graph results page, click the ‘SCHEDULE REPORT’ button

You can then select an existing customer to receive the report, or enter a new client:

After selecting the recipient, you go through the same process as the one-time send, though in this case you can choose to be CC’d on the report. Customize the message and be sure to select the Report Frequency - either weekly or monthly. Preview and the ‘SCHEDULE’.