MaxiMoney Analytics

· data to …

Sign in

A code goes to your @maximoney.in address. Then enter the code and your password.

E-mail

Code from the e-mail Password

Ask in plain English

follow-up to the last question

SQL (Claude writes it from table and column names only; you can edit it)

Save report

Name

Saved under My reports. Only you can see it.

Send it automatically

How often Send at (IST)

Each run uses the night's fresh data: it is ready from 04:00, or once the 03:00 build finishes if that is later. A send time earlier than that goes out as soon as the data is ready.

Send to (@maximoney.in addresses; separate with commas)

Anyone at @maximoney.in can be added, so check the list. E-mails carry credit ranges only, never exact credit values.

Rolling dates

Email reports

Who gets each e-mail. Only people with analytics access can be chosen.

Team leads

Each morning a team lead gets yesterday's customers assigned to their RMs and how many were called, plus the latest week.