Before you begin: only the account admin will have access to these settings. If you wish to change something in the account settings, but don't have the permission to do so, you will need to contact your account admin to administer the changes.
To access the account settings, simply click 'account settings' on Flow's starting page next to the name of the account you want to manage. You will then see a menu on the left side with all the settings.
In the 'Reporting' section you can set up different types of reports according to the needs of you and your team. It is also possible to set up reporting schedules.
1. Manual report generation
You can set up different report types:
- Production report
- Clip report
- Activity report
- Workflow report
You can choose the data range you want to have the report for and mail it to yourself or someone else by adding in an email address. Click "Generate and send".
2. Reporting schedules
If you want to have a regular report coming your way, this is where you want to set it up. Click "Create new schedule" and a pop-up will appear. Choose the report type, add an email address (optional) and choose the interval (daily, weekly, monthly or yearly).
3. Download previous reports
If you want to download a previous report, you can also do that here. Simply choose the one you want to download and click the downloading button.