What are Scheduled Reports?

Scheduled Reports let you automatically send reports from WhatConverts to your email inbox or your clients’ on a recurring basis. Instead of generating reports manually, you can schedule them to be delivered daily, weekly, or monthly. Scheduling reports saves time and ensures consistent visibility into lead performance. 

Why Use Scheduled Reports? 

Without Scheduled Reports, you're stuck creating and sending the same reports manually - while clients wait for updates that arrive late or not at all. 

Scheduled Reports solve this by automating report delivery. With them, you can: 

• Save time by eliminating repetitive manual report creation. 
• Keep stakeholders informed with timely, consistent updates on lead performance. 
• Keep clients satisfied with transparent, on-time performance data. 
• Maintain visibility across teams with automated reporting for managers and executives. 
• Centralize reporting so everyone sees the same data at the same time.

Instead of scrambling to create reports at month-end, Scheduled Reports keep your team and clients aligned without manual effort. 

Examples of How Businesses Use Scheduled Reports 

Scheduled Reports fit a wide range of reporting needs. Common examples include: 

• Marketing Agencies: Send automated reports to clients showing lead performance, marketing metrics, and campaign trends - no manual work required. 
• Executives/Managers: Receive monthly overviews tracking lead trends and marketing performance across all campaigns. 
• Multi-location Businesses: Deliver location-specific reports to branch or regional managers to monitor performance at each location.

Related Topics

• Schedule a Report 
• Manage Scheduled Reports