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Help Center Lead Management and Reporting

How to Schedule a Report


Master Account Users with a Pro or Agency plan can utilize Scheduled Reports feature to schedule and send any saved or standard WhatConverts reports to Master Account or Account users.

1Log into your WhatConverts Dashboard. Select the account you would like to schedule a report for under from the Account drop-down menu. Under Profile select "Reports" then, "Scheduled Reports".

2At the top of the page, click the "Add Scheduled Report" button. In the pop up you will see the following options:

    Enabled: Select "Yes" to enable the scheduled report to send with your settings.
    Report Name: Select the report that you would like to schedule from the drop-down
    Frequency: Select the frequency at which you would like to schedule your report to be sent. You can choose Daily, Weekly or Monthly.
    Time: Select the Time of Day you would like the report to be sent at.
    Send Now: Select "Yes" if you would like to send a report when you click "Add".
    Subscribed Users: Click inside of the box to select the users you would like to receive this report. Recipients must be an account or master account user.
    Report Email Subject: Use this to edit the Subject Line of the report.
    Report Email Content Header: Use this to edit the Header of the emailed report.
    Report Email Content Body: Use this to edit the Content Body of the emailed report.

Scheduled Reports

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