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Create Report Subscriptions for Other Users

LeadMaster has a great feature that allows you to subscribe to custom reports. The subscription is delivered either daily, weekly or monthly. Users often want the ability to create report subscriptions for people besides themselves. The most frequent request is for the administrator to create a report subscription for management.

Good news! You can do this easily.

Create Report Subscriptions for Other Users

  1. Go to the Reports page.
  2. Select and Click Report Subscriptions from the Reports dropdown menu.
  3. Add or Edit an existing report subscription
  4. Simply enter and add the email addresses of those you want to receive the report and that’s it.  

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