Creating and Saving Intelligence Reports

Save frequently reviewed reports or set up automated sending
Pathmonk Intelligence provides in-depth details into the buying journey of the visitors to your site.  To provide fast and easy access to your frequently searched data, Pathmonk Intelligence offers a save report option. 

Saving a Report to the Intelligence Dashboard

1. Sign in to crm.pathmonk.com
2. Click the Intelligence icon in the upper left portion of the top banner
3. Choose the data report you would like to save a report for
4. Enter the report criteria to be saved
5. Click the Add New button on the right side of the report page
6. Enter a name for your report
7. Click Save 
8. (Optional) Create automated report sending by clicking the Is report toggle
9. Select the frequency
10. Select a start date and delivery time (Reports are sent in UTC time)
11. Click OK
12. Click Save