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Principal Reporting

  • Updated

You can configure a Principal Report that is automatically emailed to specific staff members in order to provide an overview of activity in your VaultRE account.

Step by step

How to set up the Principal Report

1. Go into Settings > Setup Principal Reporting 

2. Add the Recipients that you would like to receive the Principal Report and set the Frequency that you would for it to be delivered - This can be set to be delivered weekly, monthly, or both

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3. Select the Options, based on the data that you would like to be populated in the Principal Report

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4. Once you have confirmed the above settings, you may then click on Save Settings to finish the setup of the Principal Report 

 

Additional information

The Principal Report has two options to set the Delivery:

  • Weekly - If selected, the nominated recipients will receive the Principal Report each week on a Sunday Evening, providing data from the prior week.
  • Monthly - If selected, the nominated recipient will receive the Principal Report each month on the 1st day of the month, providing data from the prior month. 

We also provide the option to manually send the Weekly Principal Report by clicking on the Schedule Report Now (Weekly), should you require the report prior to the above scheduled dates. 

Please note: This report will be sent to the nominated recipients within 30 minutes. 

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