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Legal Update

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 platform menu will open the Reports page with all of your reports listed to review. Selecting Reports from the Farmobile DataEngine platform menu will open the Reports page with all of your reports listed to review.
    • Selecting Reports from the Farmobile DataEngine platform menu will open the Reports page with all of your reports listed to review.

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

  3. Adding an email address will add the email to the 'Manage subscriptions by' section. Once the email is created, you will be able to define by type which report to send them.
    • Adding an email address will add the email to the 'Manage subscriptions by' section.

    • Once the email is created, you will be able to define by type which report to send them.

  4. Select the radio button next to 'Report Type'. Select the radio button next to 'Report Type'.
    • Select the radio button next to 'Report Type'.

  5. Use the dropdown to select a 'Report Type'. Check the box for each email address so they receive emailed reports once generated.
    • Use the dropdown to select a 'Report Type'.

    • Check the box for each email address so they receive emailed reports once generated.

    • Select 'Save' to begin receiving emailed reports!

Support

Member since: 12/16/2016

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