Learn how to configure principal reporting to automatically email account activity summaries to selected recipients.

This article covers:

• About principal reporting
• Configure principal reporting
• Send a report manually

About principal reporting

Principal Reporting in MRI Vault enables you to automatically send account activity summaries to chosen staff members. You can schedule reports to be delivered weekly, monthly, or both.

Configure principal reporting

To set up Principal Reporting:

1. Go to: Settings > Principal Reporting
2. Add Recipients - Enter the staff members who should receive the report
3. Set the delivery frequency - Choose how often the report should be sent:

• Weekly - Sent every Sunday evening with data from the previous week
• Monthly - Sent on the 1st day of each month with data from the previous month
  • You can select either option or both

4. Select report options - Choose the data you want included in the report
   
5. Click Save Settings to complete the setup

Send a report manually

You can send the weekly report before the scheduled time.

1. Once your filters are configured
2. Click Schedule Report Now (Weekly)