You can schedule LeadByte Reports to automatically run as per a schedule. This article will show you how to do this and also the different types of parameters you can set.

How do I use this feature?

Firstly, head to Reports>Manage Report Schedules. If this is not visible, please raise a support ticket. From here, select and the Report you would like to schedule. In the below example, I have selected the Campaign Overview Report.

Dependent on the Report you select, you will be presented with options that are required to refine your Report. There is no difference here compared to running a Report manually (please see more on Reports here).

Once you have confirmed your selections, you will need to confirm the Reference* of the schedule Report, and the Subject* of your email notification that will contain the Report. Alongside these, you will need to confirm who it will be displayed From* and the Recipient(s)* of said Report. Once you've included this information and the email body, scroll down to the bottom of the page where you'll need to specify your Schedule*, What time* the report will be sent and which leads to include (Leads Collected*).

Schedule* Options

• Once
• Daily
• Weekly
• Monthly
• Quarterly
• Annually
• Custom

When selecting the Custom option, you can specify numerous days and times, or different times for the same day for the Report to fire. In the below example, the Campaign Overview Report will be sent at 6pm Monday-Friday and will include leads that were included since the last run i.e. Monday at 6pm will include leads from Friday 6pm to Monday at 6pm.

Please note that when running the Report Schedule for the first time, it will include everything prior to the first scheduled Day/Time. 

You can also choose to embed the results into the body of the email, and/or attach the report as a file to the email. You'll need to add a filename (with the choice to append the ID and timestamp whilst also confirming the relevant file type. Finally, you can compress the file and password protect it.

If you have any questions, please do not hesitate to raise a Support ticket.