We’ve developed an automated way to generate and email your reports with Report Scheduling.
Now, by scheduling reports you
· save time
· increase productivity
· improve efficiency
· apprise team and company of sales activities regularly
· Frequency to generate reports – daily, weekly or monthly
· Schedule report anytime between 00:00 and 23:30
· Pick any timezone
· Email report to any number of Freshsales users
· Send a personalized message for each report
· Receive report as PDF
· No limit to the number of scheduled reports
This feature is available in our Garden and Estate plans.
Reporting just got easier! Replace manual report generation with this automation, and get more done. Refer to our tutorial on how to schedule reports.