Reminders Report
From FloristWiki
The Reminders report will allow you to run a report of reminders that the customer has created when setting up an account.
This report will give you the customer's name, e-mail address, address, and phone number. It will also tell you what reminder they have created.
This is a FREE way to obtain information about your customers so that you can contact them about specials, promotions, updates, and events that you might have.
In order to run this report:
- Login to Web Portal and click on Reports at the top
- On the left, click on Marketing Reports
- In the center, select Reminders Report
- Input the date range for the report. There is no limit to the date range. However, you are running the report for future reminders, so you can not select a date in the past.
- Input an e-mail address for the report to be sent to
- Click Fetch Report
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