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 Saved and Scheduled Reports page. This article will detail how to save and schedule reports.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | |||||
Marketing Managers | |||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
Saving Email Reports
To save an email report, do the following:
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Note: To save reports for recurring date ranges, select a specific time range value from the Date Ranges drop-down menu. Manually selecting dates in the calendar will not result in recurring date ranges.
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Saving Web Insights Reports
To save a web insights report, do the following:
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Note: To save reports for recurring date ranges, select a specific time range value from the Date Ranges drop-down menu. Manually selecting dates in the calendar will not result in recurring date ranges.
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Saving Traffic Source Reports
To save a Traffic Source report, do the following:
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Note: To save reports for recurring date ranges, select a specific time range value from the Date Ranges drop-down menu. Manually selecting dates in the calendar will not result in recurring date ranges.
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Saving Pipeline Reports
To save a pipeline report, do the following:
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Note: To save reports for recurring date ranges, select a specific time range value from the Date Ranges drop-down menu. Manually selecting dates in the calendar will not result in recurring date ranges.
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Saving Sales Optimizer Tasks Reports
To save configured Sales Optimizer Tasks reports, do the following:
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Saving Sales Dialer Activity Reports
To save configured Sales Dialer Activity reports, do the following:
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Locating Saved or Scheduled Reports
Once you navigate away from the report page, the report and its associated parameters will be reset to their default states. To locate and access previously saved or scheduled reports, do the following:
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Scheduling Saved Reports
To schedule a saved report, do the following:
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