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Receive automated daily email summaries aggregating activity across all your customers.

Enabling Daily Summaries

  1. Go to Settings
  2. Find the Daily Summary section
  3. Enable the feature
  4. Configure recipients

What’s Included

The daily summary aggregates:
  • Tasks completed across all customers
  • Issues logged
  • New users or devices added
  • Contract changes
  • Team activity

Configuration Options

OptionDescription
EnabledTurn daily summaries on/off
RecipientsWho receives the email
Send TimeWhen the email is sent

Use Cases

  • Morning briefing for managers
  • Keep leadership informed without logging in
  • Spot patterns across customers
  • Track team productivity
Daily Summary