schedule report management in centrahubcrm

Schedule Report


Field Specifications of the Schedule Report

setup schedule report fields
Report User

Select the Report user from the drop-down list.

Send As

Enter Send as Report in the text box.

Attached As

Select the type of attachment of the report.

Save changes

If you want to update the changes done in the report. Select the radio button beside the Save the report modifications. If not select as discard report modifications.

Report time

Set the report time for scheduling the report.

Email To

Select to whom the email should trigger.

Frequency Schedule

Here you set the frequency of scheduling report such as weekly, monthly or daily.

  • 6. Click Save.

CRM Software that’s easy to implement and use

Sign up for a free account and grow your business
No credit card required

Try For Free