Email Report

This article describes the "Email Report" available within the CRM. The Email Report allows management to track outgoing emails to each client and by whom those emails are sent.

To access this report, click on the Reports tab and click on 'Email' as shown in the image below.

Using the Email Report

1. Select the "Count By" report type by clicking one of the options highlighted in red below. In this example, we selected the "Date" option. This will determine how the data is displayed.

2. Configure the filters in the left panel of the page, then click Apply Filters. This will determine what data is displayed.

**Note: Click Download on the top right-hand side of the page to download an image of the graph (see below for downloading formats available).

3. Beneath the graph is a table listing all emails, taking into account any filters you may have assigned. To change how the elements are reported within the table (i.e., column order, additional columns, etc.), click the Customize Table button just above the table to make your changes. Once you finish your customizations, click the Save and Close button at the bottom right of the dialog box (see below).

4. To export the data into a spreadsheet, click Export Current View, located just above the email table.

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