Question
- How can I add a new activity type to the weekly management report in Restoration CRM (fka Luxor)?
- An activity type is not showing up on the Management report that is emailed out every week, how can I add it?
- How can I remove an activity type from the Management Report?
Answer
Securities
Modifying the Management Report settings will require access to the Admin area of Restoration CRM (fka Luxor). Please reach out to your administrator if you do not have access to this area of the software.
Included activity types can be added or removed by navigating to Admin > Management Report Settings. This will change what counts towards an activity in the weekly report.
- Click on Admin in the upper right-hand corner of your Luxor app
- Click on Management Report Settings from the Admin menu
- Check or uncheck the Activity Types listed
- Click Save at the top of the Management Report Settings page to save your changes.
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