How do I create and email Favorite Reports?

You can create Favorite Reports and even set up recurring emails to receive the information in Jenesis Agency Management System.  This helps save time and gets you the critical data you need related to your business.

To Save a Report to Favorites:
Step 1:  Choose the Report from the “Recently Reviewed”  Section under Reports/Production
Step 2:  Select “Add to Favorites”
The report will now show in the Favorites Section

To receive Emails regarding your Favorite Reports
Step 1:  Select Setup Report Frequency
Step 2:  On the Frequency drop down menu choose your frequency
Step 3:  Select “Close” to save your changes

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Category: Reporting

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