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Scheduling Reports

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The report scheduling feature allows you to setup many reports to be automatically sent out as an emailed attachment based on a customized schedule.

Examples and use cases

There are many scenarios where scheduling a report to be automatically email to a recipient can help streamline your business:

  • Setup the Sales Totals Report to be sent to the dealership owner at the end of every month
  • Send the Collections Report to the management team every evening on business days
  • Setup the New Leads Report to go to your sales staff every morning