1. Feature Overview
Schedule the delivery of your SIERA report to your LeadSquared email address. Admins can schedule reports for themselves or other users, while non-admin users can schedule reports for themselves.
2. Prerequisites
SIERA is a paid feature. To enable it, contact your account manager or send an email to support@leadsquared.com.
3. Scheduling SIERA Reports
On an SIERA report, click on the 
icon and select Schedule Report.
Set up your Schedule Configuration for SIERA report delivery:
- Start Date: Choose the date when SIERA should begin sending scheduled reports.
- Scheduled Time: Select a time slot from the drop-down; the report will be sent within that time frame. The timezone used will be as configured on your LeadSquared account.
- Frequency: Specify how often you’d like to receive the reports.
- Daily: Receive reports on each selected day.
- Weekly: Reports are sent on a weekly basis starting from the specified Start Date and as defined in –
- Repeat Every: Choose how often to receive the report (e.g., every week, every 2, 3, or 4 weeks).
- Monthly: Reports are sent every month based on –
- On Day: Choose a date for the report to be sent monthly. If you’ve chosen 31: some months have fewer than 31 days, for these months, the occurrence will fall on the last day of the month.
- On The: Select a specific day (e.g., “First Monday” of the month).
- End Date: Define when the scheduling will stop. The respective report will not be sent after this date.
- Export Format: Currently, only CSV format is supported for exports.
You can schedule reports either for yourself or, if you’re an admin, you can schedule them for others. When scheduling for others, you have the flexibility to choose recipients based on Teams, Roles, Groups, or Users.
Once done, click Schedule.
Note:
- If you’re a sales user, when you schedule your report, you will only receive your data.
- When admins schedule reports for others, all users included in the schedule will have access to the report as displayed to the admin, including data on all users within the report. To restrict certain data visibility, admins can apply filters to the report before scheduling it.
The schedule limit for yourself and the account as a whole is mentioned under Schedule Configuration –
User Limit – The number of active reports you can schedule for yourself or others.
Account Limit – The total number of active reports users and admins can schedule.
To understand the report schedule limitations on your account, contact support@leadsquared.com.
4. Manage Scheduled Reports
Once a report is scheduled, it will appear under the Scheduled Reports section on SIERA.
Note: A scheduled report will become inactive in the following scenarios:
- The Owner of the scheduled report is deactivated.
- The report itself is deleted.
- A user/admin stops the report.
- The schedule reaches its End Date.
- If the report is scheduled for multiple users, and all users are deactivated.
You can filter the scheduled reports by clicking Filters.
You can edit an active or inactive report by clicking the Edit button.
To view the edit log, click History.
To stop a scheduled report, click Stop.
Any Questions?
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