Big Little Things – Scheduled Reports
Summary
With just a few clicks and after entering in a few details users can schedule Reports to be automatically generated and emailed on a specific date or on a daily, weekly, monthly, or yearly cadence. Reports can be sent in CSV, Excel, or PDF format to Users, Groups, and Roles (Internal), with the option to Cc specific email addresses to non-user recipients (External). • An engineering and technology solutions company wanted to see how many active users have not logged in to the CRM in the last 7 days. • Generate and send reports before meetings to optimize productivity • Send automated performance reports to your employees and managers • Notify record owners on Deals that have stalled • Update support reps and management on the number of open support tickets per agent. • After clicking on save, a pop-up will appear on the upper right corner of the screen notifying the user that the Report has been scheduled successfully.
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