How to setup recurring emailed reports.

11 steps
31 seconds

Lendingpad

Access your profile in the top right.

Click "Profile"

Click here.

Choose your desired user role and click Add New

Click "Report"

Make your selection. In this example we are using an est. closing report.

Click "Save"

Click "Add New Record"

Type: Set to daily or weekly Time: Choose your desired time you wish to have the report emailed to your inbox. Email Report: Toggle on to receive the report.

IF your report is filtering by date range users will have the option set a rolling date range option. In this example, we have set the report to email us daily and the report will contain loans that have an est. closing date within the next 7 days of today.

Click "Save"

How to setup recurring emailed reports.

11 steps
31 seconds

Lendingpad

Access your profile in the top right.

Click "Profile"

Click here.

Choose your desired user role and click Add New

Click "Report"

Make your selection. In this example we are using an est. closing report.

Click "Save"

Click "Add New Record"

Type: Set to daily or weekly Time: Choose your desired time you wish to have the report emailed to your inbox. Email Report: Toggle on to receive the report.

Click "Save"