Tired of wasting time building and sending out custom reports to each of your clients every day, week, and month?
No problem—win your time back with Scheduled Reports.
Scheduled Reports in WhatConverts lets you automatically send out beautiful and insightful reports at the frequency you and your clients want.
Plus, you can schedule both templated and custom reports, so your clients only get the metrics they actually care about.
Let’s say you’re running PPC campaigns for 20 different clients.
Of these 20 clients, many have different reporting needs based on:
With WhatConverts, you can build all of these report variations. However, doing it manually for each client can eat up hours and hours of your team’s time.
But with Scheduled Reporting, you can automate this entire process (even when it comes to custom reports).
So say you had clients who wanted to see:
You could create and schedule these exact reports so they hit your client’s inboxes automatically. And for you, that means more time to tackle strategy and grow your agency.
Scheduled Reporting is only available on the Pro Plan and above. For lower-tier plans, please upgrade your account to unlock this feature.
To set up Scheduled Reporting in WhatConverts:
Remember, you can only send Scheduled Reports if you’re on the Pro Plan or above. So if you’d like to unlock this massive time-saver of a feature, be sure to upgrade your plan today.
Our support team is happy to help you set up your Scheduled Reports.
Alex Thompson is a professional copywriter and content writer with a passion for turning complex ideas into digestible, educational content that keeps readers engaged. He specializes in content marketing, SEO, and B2B marketing.
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