Monthly Reports typically go out on the 5th of the month. Many parts are automated, and using keyboard shortcuts allows for sending these most quickly, the process is as follows:
- Visit the Client Site page Add Monthly Report (also under top menu Reports > Add Monthly Report)
- Click Website drop-down and press Enter (proper website is auto-selected)
- Press Tab key (jumps to “Sent To” field)
- Press Enter key to send the report (all fields will be auto-filled)
- After report sends, click Add Monthly Report link up top
- Repeat steps 2-5 until all websites in drop-down are grayed out
9/5/24: Video below explains an update to the process of sending reports from 10/2/20. While the process described is still relevant, the explanations and examples are comparing to the previous process and no longer helpful. Skip those parts. 🙂