Tip: Schedule Reports or Deliver to your Inbox

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

That’s right! Many reports, 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.

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