CleanCloud streamlines your monthly reporting by automatically sending a detailed summary of key metrics to your admin email.
🚀 Advanced Reporting for Grow and Grow+ Customers
Grow and Grow+ customers can unlock enhanced reporting capabilities with CleanCloud's Report Export Scheduler. Automate detailed reports and email them directly to your team for streamlined operations.
How to Activate
Go to Settings → Admin → Notifications → General Settings.
Toggle on “Send Monthly Summary Report” to enable the feature.
To disable the feature, toggle off “Send Monthly Summary Report”.
📌 Note: The report is sent exclusively to the primary admin email address.
What's Included
The monthly summary provides insights on:
Paid Orders
Revenue
Unique Customers: Existing customers placing an order.
New Customers: New customers placing their first order.
Report Breakdown
Your admin email will include a detailed breakdown of metrics, such as:
Date
Number of Orders
Orders Revenue
Number of Invoices
Invoices Revenue
Total Revenue
FAQs
What should I do if I didn’t receive the monthly summary report?
What should I do if I didn’t receive the monthly summary report?
First, check your spam or promotions folder to ensure the email wasn't filtered. If it’s not there, use the Data Export feature on the Metrics page to generate a custom report for the desired date range. CleanCloud is unable to manually resend monthly summaries as they are automatically generated and sent. Make sure the feature is enabled via Settings → Admin → Notifications → General Settings → Send Monthly Summary Report.
How can I stop receiving monthly summary reports?
How can I stop receiving monthly summary reports?
Go to Settings → Admin → Notifications → General Settings and turn off the “Send Monthly Summary Report” option. This will stop summary reports from being sent to your primary admin email.
Managing Monthly Summary Emails
Managing Monthly Summary Emails
If you wish to stop receiving the monthly summary report emails, navigate to Settings → Admin → Notifications → General Settings in CleanCloud and turn off the “Send Monthly Summary Report” option. This will stop CleanCloud from sending automated summary reports to the primary admin email linked to the account.
🛟 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.