How can I customize reporting dates in dbaPlatform?

Here is a step-by-step guide on how to customize reports in dbaPlatform.

Follow these steps to set custom dates for your reports. 

  1. Click clients tab
  2. Select the desired client or group
  3. Click the settings tab
  4. Scroll to the middle of the page
  5. Fill out the four fields
    1. Email recipients

    2. Send Monthly Report On

    3. Send Weekly Report On

    4. Default report name

  6. Click the blue save button