Setting Up Automated Email Reports for Sub-Accounts
Automating Performance Reports for Sub-Accounts
The Report Scheduler enables agency administrators to automatically send performance summaries to sub-account users on a daily, weekly, or monthly basis. This feature delivers essential metrics directly to email inboxes, helping teams stay informed and proactive about their account performance.
This feature is available to agency users on plans starting at $497/month. Sub-account users without agency-level access can still manage their own report schedules within their individual sub-account settings.
What the Report Scheduler Does
The Report Scheduler automates the delivery of performance data by consolidating key dashboard metrics into a single email report. This eliminates the need for manual reporting and ensures consistent monitoring of account health without requiring users to log into multiple dashboards.
Reports can include data from various dashboards including:
- User activity
- Contact management
- Outreach performance
- Form submissions
- SMS metrics
- Appointment tracking
- Deal pipeline overview
- Email statistics
- Task management
- Conversation metrics (unread and missed)
Benefits of Automated Reporting
Automated reporting provides several advantages for agencies and their sub-account teams:
- Time savings by eliminating manual report generation
- Customizable scheduling with flexible frequency and timing options
- Consistent updates that keep stakeholders regularly informed
- Centralized information combining multiple data sources into one digestible report
- Improved communication that keeps teams aligned with account performance
How to Schedule Automated Reports
Follow these steps to set up automated reporting for your sub-accounts:
Access Agency View
From the account switcher, select "Switch to Agency View" to return to your agency-level dashboard where report scheduling is managed.
Navigate to Sub-Accounts
In the Agency view, click on "Sub-Accounts" in the left sidebar to see all client locations managed by your agency.
Select Reports for a Sub-Account
Locate the specific sub-account you want to configure and click the "Reports" button associated with that location.
Edit Schedule Settings
Click "Edit Schedule" to review or modify the current automated report configuration for the selected sub-account.
Choose Report Content
Select which dashboards to include in the automated report by checking the boxes next to each metric category. You can choose individual dashboards or use the "Select all" option for a comprehensive summary.
Configure Report Settings
Click "Next" to proceed to the scheduling configuration screen where you'll set the email subject, frequency, timing, and recipients.
Set Email Details
Enter a clear subject line that will help recipients identify the report when it arrives in their inbox.
When Reports Are Delivered
Reports are sent according to the timing settings you configure, based on the sub-account's timezone. The delivery schedule follows these patterns:
- Daily: Sends every day at the specified time
- Weekly: Sends every week on the same weekday as your selected start date
- Monthly: Sends every month on the same calendar day as your selected start date
Setting the Schedule
When configuring your report schedule:
- Choose the frequency (Daily, Weekly, or Monthly) from the dropdown menu
- Select the date when the first report should be delivered
- Choose the specific time of day for report delivery
- Add the email addresses of all recipients who should receive the reports
The system will automatically send reports according to your specifications, ensuring consistent and timely delivery of performance insights to your sub-account teams.