This SOP is a work in progress. If you notice anything that is out of date, could be more clear or could be more efficient please update the SOP or add a comment to start a conversation.
Purpose
Clearly lay out how a quarterly report is created in NinjaCat which supports reporting automation to the CRM. Document the process and clearly define which team is responsible for report creation.
Procedure
Step 1: Navigate to the ‘REPORTING’ tab in NinjaCat.
Here you can see a history of all reports previously created and run, along with which ones need to be sent, have any errors, or are scheduled to run.
Step 2: Click on the blue ‘CREATE REPORT’ button at the top of the Reports tab.
Step 3: Fill out the following information for the report within the pop-up window.
Account: search through the dropdown menu to find your client’s name.
Template: Select the ‘SEO Quarterly Report’ template for your client. The same template is used for both DS and ARI.
Schedule Type: Make sure that ‘Manual Run’ is selected.
Email:
For E-Mail Mode, select DO NOT EMAIL.
For E-Mail Recipients Mode, select MULTIPLE, then in the E-Mail Recipients space, you should add ‘ninjacatreports@leadventure.com’, as well as the dealer email(s) that the report should be sent to. Separate every email with a semicolon.
E-Mail Subject: Enter ‘SEO Quarterly Report {REPORT_DATE_RANGE}’. The File Name will pull automatically matching the email subject, so that should be left as-is.
All other fields should be left as-is.
Outputs:
FAQs
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