How do I send a monthly report to my client?

Steps

1. Open Clients and click the client's name.
2. Check that Client's email (reports go here) is filled in under Client Setup, and click Save if you change it.
3. Scroll to Monthly Reports and click View on the month you want to send.
4. Click Send To Client. The button reads Sending… while it goes out, then the card shows Sent and the date.

What your client receives

The subject line is Your, the month and year, results from your company name. The email contains the report's summary, a Verified this month: list of the wins, the table of measured numbers with the (was 41) values, and a View My Live Dashboard button that opens their client portal.

Your company name appears in that subject line and replies come back to your login email address, but the email itself is sent by Legiit Leads and carries the Legiit Leads name at the top and bottom. If you have not saved a company name in Settings, the subject line says Your marketing team instead.

Send each month's report automatically

Tick Report Autopilot: email the monthly report to the client automatically in Client Setup and click Save. From then on, when the monthly run builds that client's report it also emails it to them, as long as a client email is saved. Clients with it switched on carry a Report Autopilot badge on the Clients page.

Report Autopilot only sends the report the monthly run builds. A report you build yourself with Build This Month's Report is still yours to send with Send To Client.

If it does not send

• No Send To Client button on the card. No client email is saved. Add one under Client Setup and click Save.
• Add the client's email first. The same thing, caught as you clicked. Save the email and try again.
• Email is not configured or the send failed. The report could not be sent. The report itself is saved, so nothing is lost: try Send To Client again shortly.