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1Log into the WhatConverts Profile you want to schedule the report from. Click "Reports" in the top menu. Select "Scheduled Reports".
2At the top of the page, click the "Add Scheduled Report" button. You can select a Standard Report, Saved/Custom Report or Leads List to schedule from the first drop down.
If you are choosing to send a Standard or Saved/Custom Report, click "Next Step".
If you are scheduling a Leads List to be sent, you can choose from the following options, then click "Next Step":
3On the Who and when will it be sent? page, choose the following options:
Click "Next Step".
4On the What will the email contain? page, you may edit the following:
Click "Finish".
If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com
1Log into the WhatConverts Profile you want to schedule the report from. Click "Reports" in the top menu. Select "Scheduled Reports".
2At the top of the page, click the "Add Scheduled Report" button. You can select a Standard Report, Saved/Custom Report or Leads List to schedule from the first drop down.
If you are choosing to send a Standard or Saved/Custom Report, click "Next Step".
If you are scheduling a Leads List to be sent, you can choose from the following options, then click "Next Step":
3On the Who and when will it be sent? page, choose the following options:
Click "Next Step".
4On the What will the email contain? page, you may edit the following:
Click "Finish".
If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com
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