IRE BDM Follow Up Report

 

 

This article will run through the IRE BDM Follow Up Report. 

  

1. To access the Follow Up Report, navigate to the Reporting > IRE BDM > Follow Up Reports.

 

 

2. To open the full report in a new tab, press View Report.

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3. To send the report to team members, enter their email addresses, separated by a comma, in the "CC" box. To send the report to the BDM, check the "To: BDM" box.  

For the Full Office Report, enter the appropriate email address in the "Full Office Report" section.

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4. To add another report setting, such as reoccurring reports, select Add Another Report Setting. 

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5. This will open an extra section, where reoccurring report settings can be managed.  

6. The reports can be sent every day, any particular day, or the end of every month. The time they are populated can also be altered in the Select Time drop down menu.

 

The report layout is;

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