Options – Scheduled Email Reports

The Pik-a-Search tool allows you to find records in your BNTouch CRM using almost any filter or criteria. You can then customize a report from any search you’ve made in your CRM. These reports can be emailed to you daily, weekly, monthly, or according to your own schedule--and they will always have the most up-to-date information from your client database.

This article focuses only on the configuration of these reports in the Options tab of your CRM. To learn more about how to create a Scheduled Email Report, please watch our “Scheduled Email Reports” training video.

Once you have set up Scheduled Email Reports, you can make any modifications to ongoing reports in the Options tab of your CRM. In the “Scheduled Email Reports” section, you will see a list of any reports you have active. Administrative users will see active reports for all users in their account here. You can also access this report list from the Pik-a-Search screen by clicking the “Scheduled Email Reports” link in the upper-right corner.

For each report, details will be displayed to the right, including the user it was sent to, the report name and recurrence setting, any included search criteria, and its current status. This list can be filtered by user with the drop-down menus above, and you can search for words in the Report Name using the “Name” search box.

To make any changes to a report, click the ellipsis button to the right. You can “Delete” a report from here, “Edit” it to change any settings, “Pause” or “Resume” it to temporarily stop it from being set, or “Preview” it to see what the email will look like. You can also delete multiple reports at once using the checkboxes to the left of the report names and the “Delete” button above the list.