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.

These are customers that you can contact and share 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