Question:
How do I generate Management Reports for my Client to be able to see at the Website? Currently, when they log in and click the ‘Admin’ tab it says “There Currently are No Management Reports for your Company”
Answer:
These types of Management Reports are something that you can generate on your side to show up for your Client under the Admin tab of the Website.
To do this, go to Setup->eClientlink->eClientlink Advanced Settings->Other eClientlink Options->Generate Management Reports to Post to your Web Site (See Screenshot below)
This option will open allowing you to create several types of reports that you can push out the Website for Client viewing. (Turnaround Time, Hit Ratio, Gross Sales, etc.)
