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Introduction to Scheduled Reports

Scheduled Reports in the Campaigns module allow you to automate the delivery of campaign data for both Dialer Results and Dialer Campaigns, ensuring that key insights reach the right people at the right time — without manual effort.

In this section, you will learn about:

  1. Configuring Scheduled Reports: Set up reports to run automatically based on your preferred schedule, directly from the Records tab.
  2. Customizing Reports: Tailor report content by specifying date ranges, filters, and formats (e.g., CSV, XLSX, PDF).
  3. Email Notifications: Send reports to multiple recipients.
  4. Managing Scheduled Reports: Edit or delete reports as your requirements evolve.

Whether you're tracking dialer result performance, monitoring dialer campaign record activity, or sharing data with your team, Scheduled Reports streamline the process so you stay informed with minimal effort.

Let's explore how to set up and manage Scheduled Reports in the Campaigns module.