Get all the need-to-know information each Monday using our Daily Data Export! This report will be sent automatically each week so you don't have to worry about missing important data.
Note: Only Admin users have the ability to enable or disable this export.
How to enable/disable the Daily Data Export
1. Click 'Admin' from the left side menu.
2. Click 'Preferences'.
3. Click the Settings tab.
4. Scroll down to 'Daily Data Export'.
5. Toggle to the On position if you wish to receive the Daily Data Export.
6. Using the email field, find the users who need to recieve the export then click 'Add'.
7. Once you have added all of the users necessary, you can exit the Admin section.
Note: This Export is sent to the selected users daily.
How to check the Daily Data Export in your email inbox
1. Sign in to your email account.
2. Look for an email titled "Daily Data Export".
3. Open the email.
4. In the body of the email, you will see the day the export is for.
5. Attached to the bottom of the email will be two attachments: One will be an excel file containing important metrics from your customized Reports and the other will be an excel file containing important metrics from your Daily Checkups.
6. Click each one individually to review.