Scheduled Reports
What They Areโ
Scheduled Reports are automatic report emails that LeadHub sends to your team on a regular schedule. Instead of someone manually pulling a report every Monday morning, LeadHub sends it to everyone's inbox automatically.
Each scheduled report delivers a CSV file as an email attachment. Your team can open it in Excel, Google Sheets, or any spreadsheet app.
Creating a Scheduled Reportโ
Go to Reports in the sidebar, then look for a Scheduled Reports tab or link (the exact location may vary by your setup). Alternatively, look for it under Tools โ Scheduled Reports.
- Click New Scheduled Report.
- Fill in the form:
| Field | What to put here |
|---|---|
| Name | A descriptive name, e.g. "Weekly Lead Summary" |
| Report Type | What kind of data to include (see below) |
| Frequency | How often to send it โ Daily, Weekly, or Monthly |
| Recipients | Email addresses of everyone who should receive it |
- Click Save.
The report is now active. It will send on its next scheduled time.
Available Report Typesโ
| Report Type | What it contains |
|---|---|
| Dashboard Summary | High-level stats: total leads, new leads, conversion rate |
| Leads by Source | How many leads came from each source (Facebook, website, manual, etc.) |
| Pipeline Distribution | How many leads are in each pipeline stage |
| Agent Performance | Leads handled, activities logged, and conversions per team member |
| Source Performance | Which lead sources are converting best |
| Automation Stats | How many times each automation ran, success rates |
| Form Analytics | Views, submissions, and conversion rates for each form |
Delivery Scheduleโ
| Frequency | When it sends |
|---|---|
| Daily | Every day at 7:00 AM |
| Weekly | Every Monday at 7:00 AM |
| Monthly | The 1st of each month at 7:00 AM |
Times are in the timezone configured in Settings โ General.
How Delivery Worksโ
The cron job (php /path/to/cron.php) runs every minute and triggers the report delivery system once per hour. The system checks which reports are due and sends them. This means reports go out roughly at the scheduled time โ within a few minutes either way.
The cron job must be running for scheduled reports to deliver. If your cron job is not set up or has stopped running, reports will not go out. See the FAQ for cron job troubleshooting.
CSV Formatโ
Each report arrives as an email attachment with a filename like Weekly_Lead_Summary_2026-03-28.csv.
Open it in Excel or Google Sheets. The first row contains column headers. Each subsequent row is one record (one lead, one agent, one source, etc. depending on the report type).
The email body includes:
- The report name
- The time it was generated
- The date range it covers
Editing a Scheduled Reportโ
Find the report in the list and click the edit icon. You can change:
- The name
- The recipients
- The frequency
The report type cannot be changed after creation โ delete it and create a new one if you need a different type.
Disabling a Scheduled Reportโ
Find the report in the list and toggle the Active switch off. The report stops sending but is not deleted. Toggle it back on to resume delivery.
To permanently remove a report, click the delete icon.