2. Click on Customise Report to and check or uncheck the sections you want and don’t want.
3. In this example we’ve checked to see only leads and email reports
4. Click on the save icon
5. Give the report a title
6. Click on Save Report
7. Once you’ve saved your custom report select the plane & clock icon to schedule your report send
8. Name the report schedule (this will be the subject line when the report sends to you)
9. Select the format you would like your report to be sent in
10. Add in the email address you would like the report to send to
11. Click on Next
12. Click the calendar to choose a start date for your report to send
13. Select the month you would like to start sending your reports
14. Select a day you would like to start sending your reports
15. Click a send period from monthly, weekly, daily or annually
16. Select the time you would like you report to send
17. Click on Schedule
18. Click on Yes
