One of the many features that makes InQuicker so powerful is the plethora of reporting that is generated. One such report is the Monthly Executive Report which can be set up by your Account Manager and sent to you automatically each month.
For proper reporting setup, the customer will need to provide their InQuicker Account Manager with the appropriate email addresses of the team members needing these Executive reports. These reports go out on the first Tuesday of every month.
*Note – It’s important to have the appropriate team members on this distribution list to ensure the growth and goals of your organization are moving in the right direction.
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What is Needed:
In order to properly setup the Monthly Executive Reports, the Account Manager will need the following questions answered.
- When deciding on access for your colleagues, keep in mind that report access can be setup in three ways: by region, facility, and location. Please provide the email addresses for each of the breakouts below.
- Region example – report for all of the “Region” service lines
- Facility example – report for “Facility A” only and any locations associated with that specific facility
- Location example – report for just a location that falls under a facility
