Index:
How to use ‘Reports’ create a Report
How to use Reports to send push notifications/emails.email
How to filter specific reports (e.g. by region, by city, by postal code, etc.) How to pull reports in excel.
How to Filter reports.
...
create a query in Reports
How to create a Report
| Iframe |
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| scrolling | yes |
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| allowfullscreen | true |
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| src | https://scribehow.com/shared/Creating_An_Insurance_Policy_Renewal_Notification_Email__3i38WjFZQ5aq7TUfzlr-wA |
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| width | 100% |
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| frameborder | hide |
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| title | Create an insurance policy renewal list and send email notification |
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| align | middle |
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| dir | ltr |
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| height | 600px |
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| Anchor |
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push-notification | push-notification | How to use ‘Reports’ to send push notifications/emails...
How to Filter Specific Reports (e.g. by region, by city, by postal code, etc.) | Anchor |
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export-excel | export-excelHow to Pull Reports in Excel
| Iframe |
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| scrolling | auto |
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| allowfullscreen | true |
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| src | https://scribehow.com/shared/How_to_Export_a_Report__gHoii0nRTACquYt2TM-dbA |
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| width | 100% |
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| frameborder | show |
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| title | How to export a report |
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| align | middle |
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| dir | ltr |
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| height | 600 |
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How to export a User Report
| Iframe |
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| scrolling | yes |
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| allowfullscreen | true |
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| src | https://scribehow.com/shared/Export_User_Reports__G8aRm4xBQaOpTRz6DAeolQ |
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| width | 100% |
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| frameborder | hide |
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| title | Export User Report |
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| align | middle |
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| dir | ltr |
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| height | 600px |
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|
...
How to create a query in reports
| Iframe |
|---|
| scrolling | auto |
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| allowfullscreen | true |
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| src | https://scribehow.com/shared/Creating_a_Query_in_Reports__kknOiXjTTQWoa7hHq7YCHA |
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| width | 100% |
|---|
| frameborder | show |
|---|
| title | Create a Query in Reports |
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| align | middle |
|---|
| dir | ltr |
|---|
| height | 600 |
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|
...