Synergist incorporates a report scheduling feature that allows administrators to choose when, to whom and how regularly the system creates and sends reports.
The reports are delivered by email to relevant team members, giving them the information they need without having to repeatedly run the same report manually.
Certain exceptional reports, for example ‘new enquiries not followed up’ will only be created if there is any new data to populate it. This means blank, worthless reports are never sent out – and also the sending acts as an email alert to prevent a potential oversight.
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