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If you run a very large report, SpringServe will prompt you to name your report and continue to the Download Report page, where you will be able to download your report once it has completed. You can also click the download button next to Run Report.

Scheduled Reports

You may have a report that you like to run on a weekly or monthly basis. You can automatically run it and have it emailed to specified users.

Learn more about Download and Scheduled Reports here.

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Account Activity 

Account activity is the homepage when you log in. It displays a number of graphs and tables that will help you to visualize your performance and financials in SpringServe to assist with optimizing in the platform.

Hover over any graph to view a snapshot of the metric values for the highlighted time interval. To navigate back to this page, go to Reporting > Account Activity or the SpringServe logo in the upper left-hand corner of the screen.

Learn more about Account Activity here.

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