Reports Week - Win #4

Set up a personal report in addition to the one(s) you’ll share

Value:

You’ve already set up any reports you’ll be sharing with your teammates, managers, or clients. Now you’ll set up a personal report that’ll be sent only to you, so you can easily stay on top of the metrics you care about.

To set up your personal report, in which you can include any and all metrics you want to keep track of, follow the steps below:
Step 1:
Create your report.
If you need a refresher on how to create reports in Oribi, see Win #1 for this week. Remember—no one will see this report but you. Feel free to include anything you want!
Step 2:
Design and schedule the report to be sent.
For complete instructions on designing and scheduling your report, see Wins #2 and #3 for this week. This time around, though, you’ll be the only recipient you add. Choose how often you want to receive the report.

What’s next?

That’s it! You’ll now receive your personal report as frequently as you indicated in the settings. To modify your report, just enter the Reports section of Oribi and then click on your report in the list.