Saving and Scheduling Reports

Article Contents

• Saving Email Reports
• Saving Web Insights Reports
• Saving Pipeline Value Reports
• Saving Traffic Source Reports
• Saving Sales Optimizer Tasks Reports
• Saving Sales Dialer Activity Reports
• Locating Saved or Scheduled Reports
• Scheduling Saved Reports

To save an email report, do the following: 

1. Click Analytics > Email Reports in SharpSpring's left toolbar.
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. Click Analytics > Web Insights in SharpSpring's left toolbar.
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 Traffic Source report, do the following:

1. Click Analytics > Traffic Sources in SharpSpring's left toolbar.
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 OK.

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To save a pipeline report, do the following: 

1. Click Analytics > Pipeline Value in SharpSpring's left toolbar.
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 Report.

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1. Click Analytics > Sales Optimizer Report in SharpSpring's left toolbar.
2. Configure any desired report filters.
3. Click   Options > Save Report.
4. Enter a title for the report in the modal window that appears.
5. Click OK.

1. Click Sales Dialer > Sales Dialer Activity in SharpSpring's left toolbar.
2. Configure any desired report filters.
3. Click   Options > Save Report.
4. Enter a title for the report in the modal window that appears.
5. Click OK.

1. Click Analytics in SharpSpring's left toolbar.
2. Click Saved and Scheduled Reports.
3. Select one of the following tabs:
   • Scheduled
   • Saved
4. Optionally, enter a report name, subject, keyword, or other applicable search filters in the    search bar.
5. Click the name of the desired report.

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1. Click   User Menu > Settings in SharpSpring's top toolbar.
2. Click Saved and Scheduled Reports, located under Features in the left panel.
3. Click Saved tab.
4. Locate the desired report and click   Options > Schedule.
5. Make sure the correct report shows in the Select a report to send field.
6. Select one of the following options in the Select a time to schedule the report section:
   • As soon as possible forces the email to send as soon as the scheduling is complete.
   • Schedule for later uses a calendar to select a desired date and time to schedule reports.
7. Select the frequency you would like the report to be sent in the drop-down.
8. Select from the drop-down the number of times you would like the report to be sent before it stops.
9. Enter the names of desired users or tagged groups in the To: text field.
10. Enter a subject line for the scheduled email in the Subject text field.
11. Enter the message that will be displayed in the email's body in the Email Message text field.
12. Click Schedule.

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