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Saving and Scheduling Reports

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Lauren Vogeli
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SharpSpring allows you to create reports and schedule them in advance. Reports can be sent immediately or at specific times. Once a report is saved, it can be scheduled either from the report page itself or from the Manage Reports page. This article will detail how to save and schedule reports.

The following user roles have access to schedule reports:

  • Administrators


Article Contents


Saving Email Reports

To save an email report, do the following: 

  1. In SharpSpring's top toolbar, click 
    Analytics > Email Report.
  2. Build your email report.
  3. Open the email report.
  4. Click Save Report.
  5. Name the report.
  6. Click Save.
  


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Saving Web Insights Reports

To save a web insights report, do the following: 

  1. In SharpSpring's top toolbar, click 
    Analytics > Web Insights.
  2. Adjust the date range.
  3. Click  cog.png  Options > Save Report.
  4. Name the report.
  5. Click Save Report.
  


Click to enlarge.


Saving Campaign Reports

To save a campaign report, do the following: 

  1. In SharpSpring's top toolbar, click
    Analytics > Campaigns.
  2. Customize your campaign report.
  3. Adjust the date range.
  4. Apply changes as needed.
  5. Click  cog.png  Options > Save Report.
  6. Name the report.
  7. Click Save. 
  


Click to enlarge.


Saving Pipeline Reports

To save a pipeline report, do the following: 

  1. In SharpSpring's top toolbar, click
    Sales > Reports.
  2. Make adjustments to your filters as necessary.
  3. Adjust the date range.
  4. Apply changes as needed.
  5. Click  cog.png  Options > Save Report.
  6. Name the report.
  7. Click Save.
  


Click to enlarge.


Scheduling Saved Reports

To schedule a saved report, do the following:

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings.
  2. In the left panel, under Features, click Manage Reports.
  3. Click New Schedule.
  4. Click the Should this schedule be enabled toggle to set it to Enabled.
  5. In the Send the report to these users or tags field, type the users or tagged groups to send the report to.
  6. Enter an email subject.
  7. Enter an email message.
  8. In the Select a report to send drop-down menu, select the desired report.
  9. Choose to either send the report immediately, or at a later date.
  10. Optionally, click the Delete schedule upon completion checkbox to delete the saved email report after scheduling the report.
  11. Click Done.
  


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