When reports get delivered depends on how your clients are added to your account: one at a time or in bulk.
Before either method, check your digest settings to make sure reports are turned on to go out automatically each month (toggle pink) or paused (toggle grey).
Adding clients one at a time
When you add clients one at a time, they'll receive the welcome email and their first report the following day, at no specific time. After that, reports go out automatically every 30 days.
The welcome email lands about 10 seconds before the first report — this timing applies whether you add clients one at a time or in bulk.
Adding clients in bulk
When clients are added in bulk, our data team first scrubs the list for duplicates. Your clients and prospects appear in your account in real time, and we send the first reports in batches over 7 business days, regardless of how many clients you've submitted.
For example, if you give us 70 clients, we'll send reports to 10 clients per day for 7 days — this keeps your inbox from being overwhelmed with inquiries and leads all at once.
Once a client receives their first report, it's sent automatically every 30 days after that, with no fixed day or time of month.
If you'd like to push the report out right away or manually, you may do so be following the instructions below:
Have questions?
Send customer support a direct message using the pink icon at the bottom right corner of your screen.