DataEngine 1.5

Major VersionM

by Support

Introduction

  • Add any email address to share reports to all trusted advisors.
  • Designate which report types are emailed.
  1. Selecting Reports from the Farmobile DataEngine menu will open the Reports page with all of your reports listed to view. Selecting Reports from the Farmobile DataEngine menu will open the Reports page with all of your reports listed to view.
    • Selecting Reports from the Farmobile DataEngine menu will open the Reports page with all of your reports listed to view.

  2. Use this to share reports with advisors that do not have access to your Farmobile DataEngine reports! Use this to share reports with advisors that do not have access to your Farmobile DataEngine reports!
    • Use this to share reports with advisors that do not have access to your Farmobile DataEngine reports!

  3. Adding an email address will add the email to the 'Manage subscriptions by' section. Once the email is created, you can select one or more report types to email them.
    • Adding an email address will add the email to the 'Manage subscriptions by' section.

    • Once the email is created, you can select one or more report types to email them.

  4. Select the radio button next to 'Recipient'. Select the radio button next to 'Recipient'.
    • Select the radio button next to 'Recipient'.

  5. Use the 'Recipient' drop down to select the new email address. Check the box next to each 'Report Type' so they receive the emailed reports once generated.
    • Use the 'Recipient' drop down to select the new email address.

    • Check the box next to each 'Report Type' so they receive the emailed reports once generated.

    • Select 'Save' to begin receiving emailed reports!

Support

Member since: 12/16/2016

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