Saving and Scheduling Reports

Article Contents

• Saving Email Reports
• Saving Web Insights Reports
• Saving Campaign Reports
• Saving Pipeline Value Reports
• Saving Traffic Source Reports
• Scheduling Saved Reports

To save an email report, do the following: 

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

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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    Options > Save Report.
4. Name the report.
5. Click Save Report.

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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    Options > Save Report.
6. Name the report.
7. Click Save.

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To save a Traffic Source report, do the following:

1. In SharpSpring's top toolbar, click
   Analytics > Traffic Sources.
2. Adjust the date range.
3. Select the specific website under the All Sites drop-down menu.
4. Select the traffic type under the All Traffic drop-down menu.
5. Select the source type under the All Sources drop-down menu.
6. Click    Options > Save Report.
7. Enter a name for the report.
8. Click Save Report.

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To save a pipeline report, do the following: 

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

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1. In SharpSpring's top toolbar, click
     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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