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How to run a daily summary report
How to run a daily summary report
Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

To run a daily summary report follow the below instructions.

  • From the BusinessMind home page click on the Sales link

  • When your metrics load you will find a Download Summary Link

  • Click this to display your date range options. The system defaults to display data for the current day. As shown the date search has a start and end time of midnight. If you wanted to view the download summery for a previous day you would select that start date and the end date. Here is an example for running the report for October 30th. My start time would be Oct 30th and my end time would be Oct 31st as this would encompass the 24 hour period between the two times (midnight to midnight).

  • Click the Yes button to run your report which will open in your favorite spreadsheet program like Excel.

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