Regular updates on how well your sales is growing and keeping track of your team’s activities is a good practice.
A smart way of doing this, is by periodically analysing sales reports and comparing them with the previous ones.
With this feature, you can now schedule your reports to receive them periodically without having to remember and manually create the reports each time.
Once you initiate the schedule, you will receive the reports through email based on the frequency you set.
To schedule a report, follow the steps mentioned below:
1.Go to the report landing page and click Edit report dropdown.
2.Under that, choose Schedule.
3.Enter all the required details like Generate report, Schedule time, Timezone, Email, Subject and Description.
4.Email, Subject and Description are mandatory fields.
5.Finally click Save to confirm the schedule.
6.Email is sent promptly to the specified email address with the report attached as a PDF.
- You can know if a report is scheduled or not from the reports landing page and the reports list view with the 'Scheduled' tag.
- You can edit and delete the schedule as per your discretion.
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