Subscribing to Reports

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In Rethink, you have the ability to subscribe to reports that are important to you.  When you subscribe to a report, you will receive the report in your inbox automatically at the scheduled date and time.  This article will step you through the process of subscribing to a report.

 

1. From the Reports object, select the drop-down arrow next to the desired report, then select Subscribe.

 

2. Define the desired frequency, days, time and recipients of the emailed report.

3. To edit the recipients, click Edit Recipients. You may add additional recipients and subscribers here.

4. Save your changes.  A checkmark will appear next to any reports that you are subscribed to.

 

 

Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions.

 

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