Scheduling and Receiving Reports in SuiteCRM
Bastian Hammer Bastian Hammer
151 subscribers
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 Published On Sep 23, 2024

In this video, I’ll show you how to set up SuiteCRM to send you scheduled reports automatically. 📅

Scheduled reports help you stay updated with important data without having to manually run reports every time. I’ll guide you through the process of configuring SuiteCRM to send these reports to your email on a regular basis.

I’ll start by explaining the benefits of scheduled reports and how they can save you time. Then, I’ll walk you through the steps to create a report, set up a schedule, and configure the email settings. You’ll learn how to choose the right frequency for your reports and ensure they reach your inbox as expected.

By the end of this video, you’ll be able to automate your reporting process in SuiteCRM, making it easier to keep track of your business data and make informed decisions.

Don’t forget to like, comment, and subscribe for more SuiteCRM tips and tutorials! Let’s dive in! 🚀

#SuiteCRM #ScheduledReports #CRM #DataAutomation #BusinessReports #SuiteCRMTutorial #EmailReports #ProductivityTools

0:59 - Creating the Report
1:42 - Creating the Schedule
3:30 - Checking the Scheduler
4:52 - Adding the Email Receipient

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⭐️ Looking for help with SuiteCRM?
Check out The SuiteCRM Guide: 🚀
https://www.bastianhammer.de/en/the-s...
and for individual help and conulting:
https://www.bastianhammer.de/en/servi...

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👉 More Info and Contact:
Website: https://bastianhammer.de/en/
LinkedIn: https://www.linkedin.com/in/bastian-h...

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