All Release Notes

Customize Monthly Report Content

Customize Monthly Report Content

Have a client that wants every detail for how their SAT program is going? This feature is for you. Configure which reports should be included in the monthly report emails that are sent on the first of every month.

Customizations can be set globally at the Partner level or individually at the client level. Click on the Monthly Report tag under Settings to make your choices.

Improvements

  • Added capability to customize which reports are sent monthly to clients.
  • Added new monthly reporting roll up page to Partner Dashboard.
  • Fixed a bug where phishing emails were not reported correctly when reported on an iPad.