Automated Reports

Advisor allows you to send emails and scheduled reports from within Admire, and run reports within Adrenaline. In order to complete setup please forward the following instructions to your IT: Gmail Setup Outlook 365 Setup Outlook Setup ...

How to create an Advisor report Go to Tools>>Administration>>Automated Report Service, press “New” to create a new automated report On the “Data” tab you first want to choose if you are running a report or a mail merge or an export....

Advisor is the tool that runs all AUTOMATIONS in Admire. Advisor service is included in the Admire Unlimited package. If you are a Legacy client, speak with your Account Manager about subscribing to the service. Reports can be set up to be automa...

How to Schedule Receipts Through Advisor: In order to set up your Receipts to be scheduled through Advisor (Automated Report Service) you first need to verify that your Advisor is up and running.  Click here   to learn how to do that....

How to Schedule Automatic Credit Card Billing: In order to be able to schedule this Advisor Option: You must be on AU or have the correct Credit Card Billing plug-ins. You must be all set up for Advisor, click Advisor Setup to learn how to d...

Please Note: In order for ANY of these automations to work: (You to be set up for Advisor and CC auto billing and possibly other plug-ins) Delivery tab NEEDS to be updated End date MUST be removed if it is filled in. Times and schedules - adjus...