Tip: Schedule Reports or Deliver to your Inbox

Did you know you can schedule reports to automatically run within AgentMate?

That’s right! Many┬áreports, and all Queries, allow you to Memorize your report criteria and have the application automatically run the report on your behalf. These auto-generated reports will appear on your dashboard when you log in and can even be configured to be emailed to you.

Memorized Report Log

You can also look at a log of all your Memorized Reports to see when they were last run, when they’ll be run next, and a log of each report within the last year.