When you have the ability to automate client reports, it becomes a true game-changer and a huge win for productivity. We've had customers tell us it takes 8-10 hours per week to put together client reports, but with BrightGauge you can create, schedule, and send reports in just a few clicks. That means, you get 8-10 hours of time back to spend on other revenue-generating tasks. Yay!
In the above tutorial video, we'll take you through an in-depth guide of the steps you need to take to create and send client reports in BrightGauge. Part of the process is to set up your client mappings, which you can review in this video.
Once you set up your report templates, they'll automatically go out on the date and time you choose. A real set-it-and-forget-it situation that will make a positive impact on your client relationships.
If you've got questions at any time, please feel free to reach out to our support team.