Setup Weekly Reporting

Create or update Weekly Report Pack

Report pack allows you to select set of reports to be generated in one run. The report pack can be sent using workflow automation and timer services on regular level to selected recipients.

Create new

Add weekly report view

recipients

Copy existing

Weekly report andrecipients addare filtersystem forusers lastadded week

to

Videoone of groups in User engagement group category, see video below showson how to createadd new report by copying existing report on Deals Overview. The aim isuser to showthe onlycontact Dealsgroup createdthat inreceives lastthe week (today minus 7 days).report.