Scheduled Reports
Go to Reports โ Scheduled Reports.
Scheduled Reports automatically send a CSV digest of a selected report to a list of email recipients on a recurring schedule. Use them to keep stakeholders informed without requiring them to log in.
Creating a Scheduled Reportโ
- Click New Scheduled Report.
- Fill in the fields:
| Field | Description |
|---|---|
| Name | A label for this schedule (e.g. Weekly Lead Summary) |
| Report Type | The report to send (see options below) |
| Delivery Frequency | Daily, Weekly, or Monthly |
| File Format | CSV Spreadsheet (only format currently supported) |
| Active | Toggle off to pause delivery without deleting the schedule |
| Recipients | One or more email addresses to send the report to |
- Click Save.
Available Report Typesโ
| Report Type | Sends |
|---|---|
| Dashboard Summary | Key workspace KPIs |
| Leads by Source | Source performance table |
| Pipeline Distribution | Lead counts per pipeline stage |
| Agent Performance | Per-agent activity metrics |
| Source Performance | Leads generated per source |
| Automation Stats | Automation run counts and success rates |
| Form Analytics | Submissions per form |
Delivery Scheduleโ
| Frequency | When It Sends |
|---|---|
| Daily | Every day at 7:00 AM |
| Weekly | Every Monday at 7:00 AM |
| Monthly | 1st of each month at 7:00 AM |
Cron dependency: Scheduled reports are dispatched by the queue worker. Ensure your cron job is configured โ see the Shared Hosting Guide.
Managing Scheduled Reportsโ
- Edit โ click the row edit icon to change recipients, frequency, or report type.
- Pause โ toggle Active off to stop deliveries without deleting the schedule.
- Delete โ select one or more rows and use the bulk delete action.
The Last Sent and Next Due columns show when the last delivery occurred and when the next one is scheduled.
Troubleshootingโ
| Problem | Solution |
|---|---|
| Report not arriving | Check spam/junk folder and verify the cron job is running |
| Wrong recipients | Edit the schedule and update the recipient list |
| Wrong report content | Edit the schedule and change the Report Type |