Want all your essential data in one place every Monday? Here’s how to set up Executive Report!
Go to Apps > Search Executive Report > Download to get started. The report data is based on the Active Customer filter, found under Settings > Standard Filters. You can adjust this filter to fine-tune which customer data appears, like setting active status or excluding churned customers. Make sure it aligns with your goals for the report.
Once set, your report will be sent every Monday at 8 am CET, filled with ARR/MRR, team activities, and more!