What other reports can I email myself?

For: Owners

Email reports send data to your inbox. Besides the Transactions report, Jolly can email Referrals and Survey responses reports.

Steps

Open Email Reports. Go to Settings, then the Email Reports tab. It lists each report, how often it goes out and who gets it.
Add a report. Click + Add email report. Pick the type: Referrals, Survey responses or Transactions.
Set it up. Add the recipients and pick how often it goes out. Leave Enabled on.
Save. Click Save changes. The report now shows in the list.

You can change or stop a report at any time.

Open the report. Click it in the Email Reports list.
Choose what to do. Change the recipients or timing, turn Enabled off to pause it, or click Delete report to remove it.

Referrals lists new referrals, a status breakdown, and a Needs attention list of first-stage referrals nobody called for 7 or more days. It goes out daily, weekly, monthly, or once for each referral.
Survey responses arrives when someone submits, with the person, the time and every answer. Point it at one survey or all of them.
For the monthly Transactions report, see How do I get a monthly report of points earned and claimed?
If a report does not arrive, please check that the person is a contact or admin in your Jolly account.
If Email Reports does not show, please start a Help chat. We are happy to turn it on for you.

Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.