How to Schedule a Monthly Report Email in FollowUpCRM

Click this icon.

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.

Click "Schedule"

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.

Click enter.

Select the delivery frequency.

Select the delivery time.

Click "Ok"

Select the deliver day.

Select the delivery format, either PDF or Excel.

Click "Schedule Report Email"