Your March Report is Ready!

Remember monthly client reporting?


• Export from Analytics
• Save to WorkDrive
• Email to client
• Notify manager
• Repeat 50 times ��

We automated the entire flow:
Month ends →
• Reports generate in Analytics
• Save to client's WorkDrive folder
• Email to client with highlights
• Copy to internal folder
• Manager notified in Cliq
• All within minutes ⚡

Real Impact:
• 4 hours saved monthly
• Zero manual uploads
• Consistent delivery
• Happy clients

Tip: Works beautifully for financial services, agencies, and consultants who send regular reports.

Make reporting painless:
https://zurl.co/3PuR4

#ZohoAnalytics #ClientReporting #Automation

Related Posts