How to Create Custom Email Reports

In addition to being able to create specialized dashboards with customizable widgets, FrontRunner also gives you the ability to create custom email reports that can be designed to include a multitude of data and be sent to specific team members or everyone at once.

To create a custom email report, please follow these steps:

1. Go to Agency Setup
2. Click on Step 2: Management Options
3. In the orange header, click Email Reports
   
4. Click on Create New Email
5. Under Email Name, enter the name of your report. You can change this at any time.
6. Under Add Row, click the + symbol to add your first row
7. Under Add Widget/Report, click the + symbol again to add your first widget to the report
8. The next step is to select the widget/report of your choice by clicking the box next to the item and then clicking Save. You may be asked to input additional widget settings, depending on the widget selected. Simply make your selections then click Save again.
9.  Repeat steps 5-7 until you have all of the available widgets/reports added.
10.  Once you have added all of your widgets, click the Save icon in the upper right corner
11. Click on to select which team members will receive the custom email report that you have created
12. If you want all of your team members to receive this custom email report, click on
13. If you want select only specific team members, select the icon 
14. Next, select the custom email report you just created from the Report Type drop down menu
15. Select if you wish the email to generate daily, weekly, or monthly
16. Enter the time that you want the report to be emailed each day 
17. Click Save

PRO TIPS WHEN CREATING A CUSTOM EMAIL REPORT:

1. When selecting a time for your custom email to generate, we recommend entering a time after close of business. This allows for the widget data to update so that your report contains the most accurate information for your agency. While FrontRunner makes every effort to update data in real time, there may be scenarios when we experience small delays in data reporting, especially during peak hours. 
2. You can view a preview of how your report will look by clicking the "eye" icon:
3. You can rearrange the order of your widgets by clicking and holding the icon and dragging the widget up or down. Let go to set the widget in its new row and click Save.
4. Considering how many different widgets there are to choose from, it may take a bit of trial and error to fine tune your custom email report to your liking. Don't get discouraged if it doesn't turn out how you expected the first time! 

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!