1- You can access Schedule report from the side menu by choosing
Reports => Schedule
2- What is Filters ?
Filters will help you to search for a specific information , for example you can filter for Specific rep , team or even an area tag .
Group By Filter : think of it as a pivot in excel , lets take an example ,
you want to see all Reps with their Schedule across days , take a look for the table bellow , to achieve that , you can choose group by : Rep & time view : Day
Its color coded as you can see 🚦
Blue : Planned Visits
Red : Missed Visit
Green : Visited as scheduled
Yellow : Unscheduled Visit
If you want to view data in month view , simply just select time view = month in filters section . Columns will be rearranged to months as in the image bellow .
3- How can you automate this process , let's say you want this exact reports with your desired filters to be sent on Daily basis .
Click on Actions button
Select Schedule Email
Enter your email subject (i.e Schedule Report grouped by rep)
Add your emails ( it can be single or multiple emails )
Select Every Month , then select a specific day for example 14 , so you will receive report on 14th on each month ( also there are many options like daily ,weekly monthly)
Finally choose your time ( we have several options -> Morning , Noon and evening)
Click Save 😎 and enjoy your scheduled emails