How-To

Customer Email

Subject: Can I set up automated reports for my team?

Hi,
I’d like to send a weekly performance report to my team without doing it manually each time. Is there a way to automate that in the dashboard?

Thanks,
Anika

Response

Subject: Automating Weekly Reports – Here’s How

Hi Anika,

Yes—you can absolutely automate those reports. Here’s how to set it up:

  1. Log in to your dashboard
  2. Go to the Reports tab
  3. Select the report type (e.g., “Team Performance – Weekly”)
  4. Click “Schedule Report” in the top-right corner
  5. Set your preferred delivery time and recipients
  6. Choose the format (PDF or CSV), then click Save

Your team will now receive the report automatically every week.

If you’d like a test run or want to adjust filters (like KPIs or date ranges), I’m happy to walk through it with you.

Best,
Grace
Typos = me typing around a cat. Thanks for understanding.
—Tiger, Head of Interference

A Rude Customer

Customer Email

Subject: Your system is broken

I followed the instructions and NOTHING is working. This is the worst onboarding experience I’ve ever had. Fix it or I’m done wasting my time.

—Lindsey

Response

Subject: Clarifying the Setup Process

Hi Lindsey,

I took a look at your account, and it looks like Step 2 (verifying your email address) wasn’t completed, this step is required before the dashboard becomes active.

To fix it, just click the verification link we sent yesterday at 2:41 PM. Once that’s done, the rest of the setup should go smoothly.

If anything’s unclear, I’m here to walk you through it. Let me know once you’ve had a chance to verify, and we’ll take it from there.

Best,
Grace
Bringing clarity to instructions—since always.