In GlassHive, you have the option to schedule reports to be automatically generated and sent to your email or accessed in-app. This allows you to stay updated on key metrics and performance without manually running reports each time.
Steps to Schedule a Report:
Navigate to the "Scheduled Reports" section within your GlassHive vendor account.
Click on the Schedule a Report option.
Select the specific report you’d like to schedule. For example, if you want to track deals, you might choose the "Registered Deals Report."
You have the flexibility to choose how often you’d like to receive the report: Monthly, Quarterly, Semi-Annually, or Annually
Choose how you want to receive the report: either in the App, PDF, Excel format, or both.
Enter the email addresses of the users who should receive the report. You can add multiple email addresses if needed.
Once you’ve selected the report, frequency, format, and recipients, click on Schedule to confirm.
Scheduled reports are sent out on the 1st of every month. You can view all your scheduled reports at the bottom of the page.
Pro Tip:
Make sure you regularly check your scheduled reports list to ensure you’re receiving the data you need for effective partner and campaign management.