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How to schedule a LeadSquared Report?

You can schedule the delivery of your LeadSquared report to your LeadSquared Email address. The scheduled report is delivered and is available only to the user who schedules it.

Note: The schedule feature for Reports is not available to all the LeadSquared Reports. If you want the schedule feature enabled for any of the Reports, please email to: support@leadsquared.com

Prerequisite

  • You should be an Administrator, Sales Manager or Marketing User of the LeadSquared system in order to schedule a report.

Procedure

To schedule a Report:

reports-home

As an example, the Activity list by Leads report under Lead Insights category is selected.

report-window

  • Apply the required filters and click Run Report.
  • Click  to bookmark the report with the filter settings to save it to My Saved Reports. The Name your Bookmark pop-up box appears.

name-your-bookmark-report

  • Enter the required bookmark name and click Save. The bookmarked report is indicated by .

Once this is completed, you can schedule the report using either of the following two methods:

  • From the same report window, click  . The My Report Bookmarks window appears.

Or

  • Go to Reports -> My Saved Reports. The My Report Bookmarks window appears.

my-report-bookmarks

The Bookmark Actions area allows you to re-run the report with new filters, edit and delete the bookmark.

  • Click  to schedule the report. The Schedule pop-up box appears.

schedule-run

  • Select the schedule frequency, Start Time, Start Date and End Date(if required) and click Create Schedule. The Report is scheduled and the message appears as shown in the image below:

report-schedule-successful

  • The Report is delivered in PDF format to your LeadSquared Email address as shown in the image below:

report-delivery

Related Article: LeadSquared Reports