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.
Article Contents
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Available with: |
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Marketing Automation |
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CRM Ultimate |
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CRM PRO |
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CRM Free |
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Toolbar: |
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Users: |
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Administrators |
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Company Managers |
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Marketing Managers |
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Sales Managers |
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Salespersons |
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Jr. Salespersons |
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Saving Email Reports
To save an email report, do the following:
- In SharpSpring's top toolbar, click
Analytics > Email Reports.
- Build your email report.
- Open the email report.
- Click Save Report.
- Name the report.
- Click Save.
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Saving Web Insights Reports
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To save a web insights report, do the following:
- In SharpSpring's top toolbar, click
Analytics > Web Insights.
- Adjust the date range.
- Click
 Options > Save Report.
- Name the report.
- Click Save Report.
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Important: Web Insights reports are not available for SharpSpring CRM users.
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Saving Campaign Reports
To save a campaign report, do the following:
- In SharpSpring's top toolbar, click
Analytics > Campaigns.
- Customize your campaign report.
- Adjust the date range.
- Apply changes as needed.
- Click Options > Save Report.
- Name the report.
- Click Save.
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Saving Traffic Source Reports
To save a Traffic Source report, do the following:
- In SharpSpring's top toolbar, click
Analytics > Traffic Sources.
- Adjust the date range.
- Select the specific website under the All Sites drop-down menu.
- Select the traffic type under the All Traffic drop-down menu.
- Select the source type under the All Sources drop-down menu.
- Click Options > Save Report.
- Enter a name for the report.
- Click Save Report.
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Important: Traffic Source reports are not available for SharpSpring CRM users.
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Saving Pipeline Reports
To save a pipeline report, do the following:
- In SharpSpring's top toolbar, click
Reports > Pipeline Value.
- Make adjustments to your filters as necessary.
- Adjust the date range.
- Apply changes as needed.
- Click Options > Save Report.
- Name the report.
- Click Save.
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Scheduling Saved Reports
To schedule a saved report, do the following:
- In SharpSpring's top toolbar, click
 User Settings > Settings.
- In the left panel, under Features, click Manage Reports.
- Click New Schedule.
- Click the Should this schedule be enabled toggle to set it to Enabled.
- In the Send the report to these users or tags field, type the users or tagged groups to send the report to.
- Enter an email subject.
- Enter an email message.
- In the Select a report to send drop-down menu, select the desired report.
- Choose to either send the report immediately, or at a later date.
- Optionally, click the Delete schedule upon completion checkbox to delete the saved email report after scheduling the report.
- Click Done.
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