For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/general/automatic-reports.md.
  • English
  • What is the "Automatic Reports" feature?

    Automatic Reports email you a periodic performance summary for your account — covering sales, contacts and engagement — at intervals you set (daily, weekly or monthly).

    If it didn't work

    • The email did not arrive: check your spam folder and confirm the email domain you have configured.
    • Figures in the report don't match: review your contacts and the period you set.
    • Anything else: see the frequently asked questions.