How Do I Add a Cover Page to Delivery Reports in SoCast Reach Sales Management?

Note: This process is typically performed by the Sales Manager.

As a Sales Manager, you can add a custom cover page to your delivery reports in SoCast Reach. This cover page will appear on the printed or downloaded versions of the report, helping to create a professional and branded presentation for your clients.

Steps to Add a Cover Page

1. Navigate to the Delivery Reports tab.
2. Click on the report for which you want to add a custom cover page.
3. Scroll down to the Default Report Cover Page Image section.
4. Click Add Media and upload your desired cover page image.
5. Ensure your cover page image is sized to 8.5 x 11 inches for best results.

Once uploaded, your custom cover page will be included whenever the report is printed or downloaded.