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