KPI Report Frequency

brianp87 · Post by **brianp87** » Mon Nov 03, 2014 7:31 am

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.

ricmorin · Post by **ricmorin** » Mon Nov 03, 2014 10:08 am

You can choose the date range by clicking here and choosing from he dropdown.

: kpi.png (42.44 KiB) Viewed 13696 times

And you can choose the email frequency here.

: reportoptions.png (15.21 KiB) Viewed 13696 times

brianp87 · Post by **brianp87** » Mon Nov 03, 2014 10:30 am

That's the way I used to check now the new one does not have that.

ricmorin · Post by **ricmorin** » Mon Nov 03, 2014 10:34 am

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

brianp87 · Post by **brianp87** » Mon Nov 03, 2014 10:49 am

How do I use the old style?

ricmorin · Post by **ricmorin** » Mon Nov 03, 2014 11:25 am

Use the link from Manager. BPS> Customer Retention Marketing Reports

brianp87 · Post by **brianp87** » Mon Nov 03, 2014 12:35 pm

Mine doesn't have that anymore. Uggghh

ricmorin · Post by **ricmorin** » Mon Nov 03, 2014 12:44 pm

What version are you on?

: bps.png (20.21 KiB) Viewed 13684 times

They removed the button but you can still get it here.

brianp87 · Post by **brianp87** » Mon Nov 03, 2014 12:45 pm

6.5.48 Mine says Crm were it used to say bps

ricmorin · Post by **ricmorin** » Mon Nov 03, 2014 12:47 pm

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

brianp87 · Post by **brianp87** » Mon Nov 03, 2014 1:47 pm

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.

ricmorin · Post by **ricmorin** » Mon Nov 03, 2014 2:19 pm

Do you get the emails? I got mine this weekend for the month of October.

brianp87 · Post by **brianp87** » Mon Nov 03, 2014 3:25 pm

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.

ricmorin · Post by **ricmorin** » Tue Nov 04, 2014 4:16 am

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.

brianp87 · Post by **brianp87** » Tue Nov 04, 2014 6:46 am

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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