Schedule Reports
Schedule Reports
To access the REPORTS screen: Go to the REPORTS menu → REPORTS screen
Click Collapse / Expand Schedule Columns.
You can set a schedule to automatically email reports directly to your email address or all email addresses for users who have the company admin role.
NOTE: Some CRM reports also have the option to send to all salespeople.
Scheduler Options:
Daily emails - sent each day at 5:00 am.
Weekly emails - sent every Monday at 5:00 am.
Monthly emails - sent on the first day of each month at 5:00 am.
