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Scheduled reports (2.0)
Scheduled reports (2.0)
Hezi Rosenstark avatar
Written by Hezi Rosenstark
Updated over a year ago

Using the report generator, you can create any report you want: lead report, agent report, traffic source report, with any type of information you desire, and schedule sending this report to you or any email address you prefer.

To schedule a report, all you need to do is go to the Report generator, save the report you want to schedule, and configure the sending settings:

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