Schedule a Report

Scheduling reports lets you automatically receive lead and marketing performance data by email on a regular basis. Instead of generating reports manually, you can set them to deliver daily, weekly, or monthly. Scheduling saves you time and keeps your team or clients consistently informed.

Schedule a Report

To schedule a report to be sent automatically:

1. From your WhatConverts dashboard, go toReports.
2. Select “Scheduled Reports”.
3. Click"+ Add Scheduled Report".
4. Choose theReport Type you want to send:
   • Leads List: Send a filtered list of leads with selected columns and sorting preferences.
   • Standard Report:Choose from pre-built reports.
   • Saved/Custom Report: Use a saved version of a customized report.
5. Click"Next Step".
6. Select how often and to whom the report should be sent.



7. Click“Next Step”.
8. Customize theEmail that will be sent with the report:
   • Subject: Edit the subject line.
   • Content Header: Edit the header text.
   • Content Body: Edit the message in the body of the email.
9. Click “Finish" to complete setup.

Related Topics

• What are Scheduled Reports?
• Manage Scheduled Reports