Saving and Scheduling Reports

Article Contents

• Saving Email Reports
• Saving Web Insights Reports
• Saving Campaign 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. 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
   Reports > Sales Optimizer Tasks.
2. Configure any desired report filters.
3. Click   More Options > Save Report.
4. Enter a title for the report in the modal window that appears.
5. Click OK.

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

1. In SharpSpring's top toolbar, click 
    User Settings > Settings.
2. In the left panel, under Features, click Manage Reports.
3. Select one of the following from the Scheduled Reports drop-down menu:
   
      •   Scheduled Reports
      •   Saved Reports
4. Optionally, enter a report name, subject, keyword, or other applicable search filters in the    search bar.
5. Optionally, select one of the following report filters from the All Reports drop-down menu:
   
   

   •   Campaigns    •   Sales    •   Emails

   •   Web Insights    •   Traffic Sources

6. Click the name of the desired report.

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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. Set the Should this schedule be enabled? toggle to Enabled.
5. Enter the names of desired users or tagged groups in the Send this report to these users or tags text field.
6. Enter a subject line for the scheduled email in the Email Subject text field.
7. Enter the message that will be displayed in the email's body in the Email Message text field.
8. Select the desired report to send in the Select a report to send drop-down menu.
9. Select one of the following options in the Select a time to schedule the report section:
   
      •   Send immediately 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.
10. Optionally, click the Delete schedule upon completion checkbox to delete the scheduled report after scheduling the report.
11. Click Done.

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