Marketers are often guilty of forgetting to ‘market themselves’ by sharing the outcomes of campaigns with clients and colleagues. SharpSpring allows you to easily create different types of reports and you can even schedule them in advance. This means you and your colleagues can receive the information on a regular cadence without having to take the time to run reports.
Reports can be sent immediately or on a regularly scheduled basis, for a fixed number of times, or in perpetuity. Once a report is saved it can be scheduled either from the report page itself or from the Settings Manage Reports page
For example, you may want to send the activity report for the month of April to the marketing manager, once a month on the 1st, for the next 3 months. Or send the pipeline report to the sales manager for the previous 30 days on the 1st of each month forever.
The following User Roles have access to schedule reports:
- Administrator
Step-by-Step Guide
Saving Reports
Follow these steps to save a report.
The following reports can be saved and scheduled to send:
- Sales Reports
- Web Insights
- Action Group Conversion Reports
Step One: Select the date range that you would like to be displayed in the report
Step Two: To save reports for recurring date ranges, simply select the This Week, This Month and This Quarter values from the Date Ranges drop-down menu.
Step Three: To save, on the top right, click Options, then in the drop-down, select Save Report.
TIP! You can schedule directly on the report page once you have built it. On the top right, click the Options button, then in the drop-down, select Save and Schedule Report. Then go to steps for Scheduling Reports in this article.
Scheduling Reports
The following reports can be scheduled to send:
- Sales Reports
- Web Insights
- Action Group Conversion Reports
- Email Reports
Step One: On the toolbar top right, click the User Settings button, then in the drop-down, select Settings.
Step Two: Within the left-side Settings panel, under FEATURES, click Manage Reports.
Step Three: On the Manage Reports page, to the top right, click the + New Schedule button.
IMPORTANT! To schedule a report from this page, the report must first be configured and saved.
Alternatively, you can click the Saved Reports tab, find the report, then to the far right of the name, click the Options button. Select Schedule this report or you can delete it.
Step Four: In the Schedule a Report pop-up:
- Select Enabled.
- Start to type in the field, then select the users or tags you want to receive the report.
- Enter a subject for the email.
- You can leave the standard message or edit it. Then scroll down to complete scheduling.
Step Five: Complete the following to set the report schedule:
- Select the report.
- Set the schedule date and time.
- Choose an optional repeat cycle.
- Click Done.
NOTE: The scheduled report will now show in the in the Manage Reports page, under the drop-down Scheduled Report. If you want to edit or remove the scheduled report, to the right of the report name, click the Options tab.