Let Insights work for you. Get regular reports delivered right to your email inbox.
To create an Insights Page Subscription:
- Login to your JobNimbus account through the web application.
- Select the Insights tab from the navigation bar.
- Click the action menu in the bottom right hand corner.
- This will reveal the Subscriptions bell icon, click Subscribe to Pages.
- This will open a Page Subscription window where you will create your Subscription.
- Give your Subscription a descriptive name.
- Select entire Pages to Subscribe to or select specific Charts you want to follow.
- Pages to Subscribe to:
- Sales - Subscribing to Sales will include the following reports: Business Overview, Leads/Close Rate, Sales, Sales Pipeline, and Sales Data.
- Accounts Receivable - This report will include all of the Charts on the Accounts Receivable Page.
- Charts to Subscribe to:
- Within each Page in Insights, you can select individual Charts to Subscribe to. Example: Within the Leads/Close Rate Page, you can Subscribe to the individual reports - Lead Flow, Lead Mix, Sales Rep Scorecard, Lead Source Scorecard, etc.
- Within each Page in Insights, you can select individual Charts to Subscribe to. Example: Within the Leads/Close Rate Page, you can Subscribe to the individual reports - Lead Flow, Lead Mix, Sales Rep Scorecard, Lead Source Scorecard, etc.
- Pages to Subscribe to:
- Choose from a variety of file types you want your reports delivered in.
- Determine the frequency at which you would like to receive your reports.
- Choose a date you would like the Subscription to begin.
- Select the desired time of day to receive the emailed report.
- Specify the duration of the Subscription.
- Schedule the frequency for your subscription to be sent.
- Provide the email addresses where you would like to send your Insights Subscription.
- Customize a subject line and email for your Subscription
Tips:
- PDF file type is preselected and can only be deselected once another file type is checked.
- Charts that do not support CSV Summary or Raw will NOT be sent in the export format.
- Fields are required and will appear highlighted in red if attempting to apply information before the fields are entered properly.
To manage your Page Subscriptions:
- From the Insights tab while logged into your JobNimbus web application.
- Select the action menu in the lower right hand corner.
- Click the bell icon for Subscriptions and select Manage Subscriptions.
- This will take you to My Subscriptions.
- Click the three dot menu on the far right to unsubscribe, edit, or delete one of your Page Subscriptions.
