Email Me Views
Clayton avatar
Written by Clayton
Updated over a week ago

Once you generate a report you can either download a PDF or send the report via email to a client. The 'Email Me Views' feature notifies you once the client has opened the report to view it.  

In order to turn on this feature, check the 'Email Me Views' box on window that pops up when you click the 'Send to Client' button:

Once you put in the client's email and hit 'Send Email', you will receive an email notifying you once the client clicks the link and views the report. 

If you have any questions please reach out to the Support Team!

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