Scheduled Reports

NOTE: In order to take advantage of Scheduled Reports, you must first create and save a report. To create and save a custom report, please review our Leads Report.

In the Exports section of Reports, you can have specific reports scheduled to be emailed to your email or any other recipients you would like in Scheduled Reports.

When you first open Scheduled Reports, there will be two sections, Active and Disabled Scheduled Reports. In the Active Scheduled Reports section, you can add a new report by pressing the "Add New" button in the top right corner. 

This section will allow you to pick which criteria you would like to be sent to your email. In the Report Template section, you can select any of the reports you previously saved.

 After you click Create, you can now view and edit your report in the Active Scheduled Reports section.