Coming Soon - Enhanced Daily Reports - Powered by Kayako Help Desk Software
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News
Oct
10

In the coming weeks, we're changing the look, feel and functionality of our Daily Reports to share greater insight with you on what you can do in your account in Mindmatrix. 

We're also adding additional reporting on lead, website, and contact activity.

How does the report create recommendations?

The recommendations generated by the report are based on role permissions for your account. If your account has access to create opportunities, and you have not created an opportunity yet, your Daily Report will be updated to automatically encourage you to register opportunities.

Can I change the color/appearance of the report?

The report's appearance is based on your company or organization's branding colors. If you are a channel manager, your company logo will be used in the report.

If I don't like the report, can I disable it?

Disable reports by navigating to the Setup > User Management section from a Super Admin account. From here, you can toggle off the Daily Report function.

Below is an example of this updated report for Channel Managers:

 

 

Updated report for marketing users:

Updated report for sales users:

 


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