Navigate to [https://app.followupcrm.com/home](https://app.followupcrm.com/home)

Choose the kind of report you'd like to schedule. 

Select the date range you'd like to base your report on. 

Select the user you'd like to base the report on. This could be a company-wide report, or a report for a specific user. 

Enter the Email Subject line you'd like to see when your report arrives in your inbox. 

Enter the email address the report should come to. 

Scheduled Time *

Data is captured up to 2 hours before the email is sent. This is to make sure this email is delivered as on-time as possible.

Select date
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday

Select the delivery format, either PDF or Excel. 

How to Schedule a Monthly Report Email in FollowUpCRM