Making changes to the report you are receiving from LeadManging is easy to complete, and can be accomplished by following these instructions.
On the Dashboard page (regardless of the Report you are viewing), there will be an button in the top right corner of the Application. Clicking on it will bring up this modal that lists the Reports Currently being emailed by LeaadManaging.
Clicking the Edit button will bring up a small window, where you can:
- Add Recipients
- Change the Report name
- Edit the Time Period the Report is, or Frequency in which you receive it
- Change the time you would like to receive this report at
Once you are happy with your changes, click the button to finalize your changes
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