KPI Report Frequency

SocialCRM markets with data from Manager SE
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brianp87
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KPI Report Frequency

Post by brianp87 »

I used to be able to change the date range for the key performance indicator reports. With the current changes I cannot figure out how to do this.
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Re: KPI Report Frequency

Post by ricmorin »

You can choose the date range by clicking here and choosing from he dropdown.
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And you can choose the email frequency here.
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Re: KPI Report Frequency

Post by brianp87 »

That's the way I used to check now the new one does not have that.
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Re: KPI Report Frequency

Post by ricmorin »

You"re using the new Dashboard. I have not found a date range there, only the old portal has it.
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Re: KPI Report Frequency

Post by brianp87 »

How do I use the old style?
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Re: KPI Report Frequency

Post by ricmorin »

Use the link from Manager. BPS> Customer Retention Marketing Reports
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Re: KPI Report Frequency

Post by brianp87 »

Mine doesn't have that anymore. Uggghh
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Re: KPI Report Frequency

Post by ricmorin »

What version are you on?
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They removed the button but you can still get it here.
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Re: KPI Report Frequency

Post by brianp87 »

6.5.48 Mine says Crm were it used to say bps
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Re: KPI Report Frequency

Post by ricmorin »

Ah. I'm on 6.5.47. I heard they were going to link directly to the new dashboard at some point.
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Re: KPI Report Frequency

Post by brianp87 »

Dang. I wish It would have kept that option. If the month ends on a Saturday then you cannot go back and look at last months.
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Re: KPI Report Frequency

Post by ricmorin »

Do you get the emails? I got mine this weekend for the month of October.
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Re: KPI Report Frequency

Post by brianp87 »

NO I have not gotten any emails. Hmmm I didn't know I was supposed to. Also I think my old crm rep is no longer around I liked her.
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Re: KPI Report Frequency

Post by ricmorin »

Try this link and see if it brings you to the old site.

http://www.mitchell1crm.com/Marketing/M ... tLogin.htm

Under report options, you can set up a monthly email that will provide you the previous months figures.
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Re: KPI Report Frequency

Post by brianp87 »

It did work. Thank you. Now to figure out why I have not been seeing the emails when I had it set up to.
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