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LeadManager: Custom Reports: Scheduled Reports  

 

TOPICS COVERED IN THIS ARTICLE:

  • Scheduled Custom Reports

 

 

 

ENVIRONMENT:

  • LeadManager – Advanced Edition only

 

 

 

 

STEP BY STEP INSTRUCTIONS:

 

 

Navigate to the Email Report page

 

Use Scheduled Reports if you would like a particular Custom Report delivered to your email on a regular basis. There are 2 ways to navigate to the page:

 

 

Option1:

 

  1. Click the email report button after running a report.

scheduled_report1.jpg

 

 

 

 

Option1:

 

Click the Email link on the Custom Reports page. This example will demonstrate the second method.

 

  1. Go to Menu>Reporting>Custom Reports

 

 scheduled_report2.jpg

  

 

  1. The Custom Reportspage will load.
  2. Click the Email link associated with the report you want to schedule. 

 scheduled_report3.jpg

 

 

 

 

Complete the Email Report form

 

 scheduled_report4.jpg

 

 

  1. Complete this form to schedule the report. Configure the following settings:
  • Report format:Excel or Text
  • Report Recipients: Click to select names, then click the Add button
  • Email Subject: Enter your desired email subject line
  • Email Message: Enter content to appear in the body of the email
  • Filter Email Results by Role:Leave this box checked to make sure report recipients only receive report results permitted by their role. More on this.
  • Schedule: Send the report immediately or schedule it to be sent once in the future, or at regular intervals.
  1. When you have created your custom report, click Submit.

 

 

 

 

 

View a history of Scheduled Reports

 

  1. Go to Menu>Reporting> Scheduled Reports

 

 scheduled_report5.jpg

 

  1. The Scheduled Reports page has two sections.
  • The top section shows reports that are scheduled to be run.
  • The bottom section shows scheduled reports that have been completed.

 

 CUSTOM_SCHEDULED_REPORT1.jpg

 

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