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    4. On Oct 1st I set up a report to be sent to my client MONTLY... however it says the next report will be sent out Dec 1st. Same on other clients...is this monthly or every 2 months

    On Oct 1st I set up a report to be sent to my client MONTLY... however it says the next report will be sent out Dec 1st. Same on other clients...is this monthly or every 2 months

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    • Master-Charles
      Master-Charles last edited by

      on Oct 1st I set up a report to be sent to my client MONTLY... however it says the next report will be sent out Dec 1st. Same on other clients...is this monthly or every 2 months

      1 Reply Last reply Reply Quote 0
      • ChiarynMiranda
        ChiarynMiranda last edited by

        Hey Charles,

        Sorry for the confusion here! In the main custom report section, we only show two dates, the date the report was created and the date the next report is scheduled to run. We don't show the date the last report was run in the main custom report section, but we do show it if you go to the Actions dropdown on that page and select "Download Past PDFs." From there, you will see a calendar pop up for the current month, which in this case displays that the report was sent on November 1st: http://www.screencast.com/t/nU9hH3Sog3H9

        This report was also emailed to both you and the additional client email you added on November 1st in an email titled "Your Monthly Report" per the email settings in the custom report.

        I hope this helps! Please let me know if I can help you with anything else.

        1 Reply Last reply Reply Quote 0
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