Scheduling Contact Report

Scheduled contact reports are nothing but an automated process of exporting reports by automatically sending you the reports either daily / weekly.

Users can schedule the report, the users can follow the steps given below:

Scheduling the contact report:

In-order to schedule the report, follow the below steps:

  1. Select the ‘columns’ that you want it to be part of the report.

  2. Click on the three dots on the top right corner and select ‘schedule report’ option.

  3. Customize the report with the available options i.e., report with the unique contacts, frequency the report, time to receive the report, stakeholders whom the report needs to be shared with etc., & click on ‘schedule’ again to schedule the report.

Modifying / Canceling the scheduled reports:

To modify or cancel the schedule, follow the same steps again i.e., click on the three dots in the top right corner and select ‘schedule reports’ & click on ‘modify’ or ‘cancel’, post making changes in the selection.

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