Funel's Reports Module

Welcome to the future of report management! Funel's innovative Report Sending Module revolutionizes the way marketing companies send weekly or monthly reports to their clients. This guide will walk you through the seamless process of using our module to enhance your reporting experience.

Designed to streamline the entire process of report management, Funel transforms what used to be a tedious task into a seamless, efficient, and user-friendly experience. Whether it's weekly or monthly reports, Funel’s module enables marketing professionals to send these reports with just one click, while providing clients an easy way to view, download, and save these reports in their dashboard.

The Downfalls of Traditional Report Management

Firstly, the manual process of sending reports is time-consuming and unmanaged. Funel's reports module makes it easy for companies to send reports to their clients. Clients can receive, manage, and download reports within their Funel dashboard.

The lack of centralized data access in traditional methods poses another challenge. Clients receiving reports via email often have to sort through a cluttered inbox to find what they need, which can be frustrating and inefficient. This scattered approach to data management makes it difficult for clients to track progress over time, as reports are not stored in a unified, easily accessible location.

These downfalls highlight the need for a more streamlined, integrated approach to report management. One that not only saves time but also enhances the accuracy and accessibility of reports.

Introducing Funel's Report Sending Module

Funel's report module is specifically designed to address the inefficiencies of traditional ways, providing a streamlined, user-friendly approach to report creation, management, and sending.

The essence of the Funel Report Sending Module lies in its simplicity and efficiency. With just a few clicks, employees can generate, compile, and send comprehensive reports to clients.

What sets the Funel module apart is its immediate notification system. As soon as a report is generated and sent, clients receive an alert.

Clients can easily access, view, and download reports. This centralized system eliminates the hassle of sifting through emails to find specific reports.

How To Send Reports To Clients

Here is the Step-by-Step Guide to Sending Reports

Employee Login and Report Sending:

• Navigate to the Funel portal, enter your credentials to log in and select the ‘Reports’ tab on your dashboard.

• Click on ‘Create Report’, Fill in the report summary, attach relevant documents and Review your report and hit ‘Submit’ button.

• Clients receive an alert as soon as the report is ready. They can log in to their Funel dashboard and easily access, view, and download the reports.

Conclusion

With Funel’s Report Sending Module, managing and sharing reports has never been easier. We are committed to providing a streamlined experience for both employees and clients, ensuring efficient and effective communication. Say goodbye to traditional report handling and welcome a new era of convenience and productivity with Funel.