Promoters

See Promoters Access via the Web for information about Promoter access via the web.

This is used to proactively send the same reports that are available in the Promoters Link, to individual email addresses, at selectable frequencies.

When filling in each Promoter email address, when an email address is added, a new blank row is created:

Select the Promoter that is associated with this email address, from the drop-down list:

Select the frequency:

Options are:

  • Hourly, which happen every hour on the hour
  • Twice daily, which happen at midnight and midday
  • Daily, which happens at midnight
  • Weekly, which are sent Sunday morning
  • Monthly, which happen on the first day of the month

Select the report:

See Promoters Access via the Web for information about Promoter Reports available.

Choose Filter for report of required:

Select [OK] when finished.

This will lock in the selections and change the options available at the end of the row:

[Edit] allows any of the selections to be changed, or removed using the [-] button:

[Send] will send the selected Report to the entered email address immediately. There is a confirmation check form that asks you to confirm you did actually mean to send it now. When it completes there will be a confirmation window appear similar to below: